Investment Management Dashboard
Track your athletic investment portfolio from initial analysis to institutional wealth management
Client Onboarding
Identity verification & portfolio setup
Step 1
Performance Analysis
AI-powered motion analytics & assessment
Step 2
Investment Strategy
Milestone-based funding objectives
Step 3
Capital Allocation
Institutional investment pooling
Step 4
Performance Tracking
Real-time milestone progress monitoring
Step 5
Asset Valuation
Portfolio performance & ROI calculation
Step 6
Distribution Management
Automated returns & dividend processing
Step 7
Governance Oversight
Investment committee & board decisions
Step 8
Treasury Operations
Financial infrastructure & compliance
Step 9
Institutional Integration
Banking partnerships & institutional access
Step 10
Current Phase: Client Onboarding
Requirements
- • Valid identification documentation
- • Portfolio account establishment
- • Risk profile assessment
Process
- • Client onboarding workflow
- • Digital portfolio provisioning
- • Compliance verification
Outcomes
- • Active investment account
- • Professional portfolio management
- • Performance analysis eligibility
Client Services
Investment Community
Portfolio Status
Assets Under Management$2,478,910
Active Portfolios1,247
Monthly Returns+8.94%