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

