01 APPLY02 UNDERSTAND03 ESTABLISH04 ACTIVATE
04 · ACTIVATE

Your portfolio is ready for management

The onboarding process is complete. Activation records the official management start date and opens the Investor Portal as the reporting layer.

Portfolio ImportedCOMPLETE
DiagnosticCOMPLETE
Brokerage SetupCOMPLETE
MandateAPPROVED
AgreementACTIVE
BaselineRECORDED
ACTIVATE PORTFOLIO