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Investor Mgmt
Good morning, Alex 👋
Sunday, September 27, 2026 · Here's what's happening today
3 overdue tasks
248
Total Contacts
34
Open Deals
$2.4M
Pipeline Value
12
My Tasks
3 overdue
Recent Activity
View allDiscovery call — Harborview Wealth PartnersSep 25
Quarterly investor update sent to 18 investorsSep 24
Northwind Capital moved to Due DiligenceSep 23
32 contacts imported from WealthboxSep 22
Marketing Campaigns
Email, sequences & analytics
Investor Management
IRM, deal flow & portfolios
Calendar
Schedule & upcoming events
Quick Actions
Key Performance Indicators
3
24
Total Users
47
34
Active Deals
12
248
Total Contacts
$4.8M
Deal Value
Recent Activity
Role assigned: Client Success Manager
jordan@harborviewwealth.com
12 minutes ago
success
New team member invited to the workspace
alex@harborviewwealth.com
1 hour ago
success
Profile details updated
sam@harborviewwealth.com
3 hours ago
success
Signed in from a new device
jordan@harborviewwealth.com
Yesterday
success
Security Overview
Two-Factor Authentication
92%
22 of 24 users enabled
Recent Security Events
Permission changed: deal export enabled
alex@harborviewwealth.com
2 hours ago
User settings changed: notification digest
sam@harborviewwealth.com
Yesterday
Role removed: Marketing Viewer
jordan@harborviewwealth.com
3 days ago