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Onboarding pipeline
Each client has a 7-step journey from lead to funded. Dots show progress — administrators can see at a glance who is stuck and where.
Document templates
Institution forms with field schemas. Each template is a reusable blueprint for generating filled PDFs from client data.
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Master PDF
The blank institution form. Uploaded directly to GCS via a 15-min signed URL — no Cloud Run bandwidth used.
Field map
Map each PDF form field to a canonical client field. When generating a document for a client, the system reads each field's source path against the client record and writes the value into the PDF.
Upload a PDF first to detect fields.
Clients
Native CRM — client records, advisor assignment, FICA + risk-profile state, deal history.
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Profile
Generate document
Pick a template — the system fills in this client's details automatically and produces a download-ready PDF.
Portal access
Invite this client to their own portal at pwm.midtown.co.za/client where they can upload FICA docs, sign deal packs, and view their portfolio.
FICA review
Verify each compliance document the client has uploaded. Rejected documents prompt the client to re-upload from their portal.
Deals & activity
Coming next
v0.8 deal workflow · v0.10 activity timeline
Deals
Workflow envelopes that bundle one or more filled documents into a signable pack per client.
Coming soon
Deal pipeline (draft → review → sent → signed → archived), pack assembly, e-signature integration.
v0.6 — Deal workflowGenerated documents
History of every filled PDF the system has produced, indexed by client and deal.
Coming soon
Browse all generated docs, download, view fill metadata, restore from any point in time.
v0.5+FICA documents
Client KYC docs — ID copy, proof of address, bank statement, tax certificates. Verification workflow.
Coming soon
Client self-upload portal, advisor review queue, expiry tracking, per-jurisdiction FICA regime support.
v0.7 — FICA + client portalInsights
NLQ + quick queries + dashboards. Ask plain-English questions; Claude generates the SQL.
Coming soon
Natural-language queries over your client and deal data, chart engine, drill-downs, configurable dashboards.
v0.9 — BI / NLQUsers
App users with portal access (admins, staff, clients).
Coming soon
User list, role management, invite via email, deactivate, audit log of access events.
v0.8 — Admin UIAdvisors
Staff advisor records — FSP codes, contact details, client assignments.
Coming soon
Add/edit advisor records, assign clients, see their pipeline.
v0.8 — Admin UISettings
Portal configuration — bootstrap admins, feature flags, integration keys.
Coming soon
Edit BOOTSTRAP_ADMIN_EMAILS, e-sign vendor selection, Bitrix24 connection, branding, jurisdictions.
v0.8 — Admin UI