Reports

Partner reports

Strictly partner-scoped. Server-side enforced — you'll never see another partner's data.

Skeleton — wired UI, mocked data
  • Customer summary · AUM · transactions · allocations · redemptions
  • Commission report · dormancy report · reconciliation file
  • Download / export to CSV, PDF, ledger format
  • Read-only natural-language Q&A over your own reports
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