How to View and Edit Investor Profiles
As an Admin user
on the Ashta.ai platform, you can easily manage investor information through
the Investors tab on your dashboard. This guide walks you through how to
view, filter, and edit investor profiles.
Where to Find Investor Profiles
Navigate to
the Investors Tab
From your main Admin dashboard, click on the Investors tab in the
right-side panel. This will display a list of all investors currently in
the system.
Search for a
Specific Investor
Use the search bar at the top to quickly find an investor using their email
address or full name.
Apply
Filters (Optional)
To narrow down your list, apply filters based on:
Investor
Type
(e.g., Individual, Entity)
Date Range
(based on
when the investor was added)
Viewing Investor Details
Click on any
investor name from the list to open their profile. The profile is organized
into six key tabs, each giving you access to different pieces of information:
Personal
Information
View or update basic personal details such as name, contact info, address,
etc.
Investing
Accounts
Review the investor’s linked accounts, funding sources, and transaction
details.
Risk
Assessment
Access and modify the investor’s risk profile based on their responses to
standard assessments.
Suitability
Review the suitability criteria to ensure investment alignment with the
investor’s financial profile.
Insider
Status and AML
Check for insider declarations, perform AML checks, and update KYC
information if needed.
Documents
Upload or download any associated documents (ID proofs, agreements,
compliance forms, etc.)
Editing Investor Profiles
Admin users can edit
any of the above sections by navigating to the respective tab in the investor
profile and clicking on the Edit or relevant action button.
Changes are saved
in real time and logged for compliance tracking.
Additional Actions You Can Perform
For each
individual investor, the Admin can perform a set of quick actions from the
profile:
Reset ID
Verification
Re-initiate the identity verification process for the investor.
Add
Statements
Upload financial statements directly to their account:
Quarterly
Statement
Annual
Statement
Tax
Statement
View
Statement
Access and preview previously uploaded statements.
Summary
The Investor
Profile section is your command center for managing all investor-related
data. Whether you're updating information, adding documents, or tracking
compliance items, everything you need is just a click away.
Have more
questions? Feel free to reach out to our support team anytime.