Member Management
Register members with unique identifiers, track contribution history, manage account status, and control access across portfolios.
Track member contributions, apply proportional interest returns, and monitor portfolio performance — all in one secure, auditable platform built for investment groups.
A complete toolkit for managing group investment pools — from contributions to settled returns.
Register members with unique identifiers, track contribution history, manage account status, and control access across portfolios.
Create portfolios with target return ranges, track contributions through cut-off dates, and apply interest returns period by period.
Returns distributed based on each member's exact share of the pool. Supports both positive and negative interest rates with rounding reconciliation.
Every financial event — contributions, interest applications, status changes — is logged with user, timestamp, IP address, and before/after values.
Members can invest across multiple portfolios simultaneously, each with its own pool, cut-off dates, and independent return calculations.
Members securely view their own dashboard, contribution history, period-by-period returns, running balance, and downloadable statements.
A simple, transparent four-step process that keeps every stakeholder informed and every transaction traceable.
Set the name, target return range, start date, and cut-off date. Once open, members can make contributions up to the cut-off.
Each member's contribution is recorded with date and amount. Contributions lock automatically after the cut-off date.
Admins apply interest rates for each period (e.g. quarterly). Returns are distributed proportionally based on each member's pool share.
Each member sees their running balance, period-by-period return history, and can download a full statement at any time.
Every architectural decision prioritises the integrity of your members' financial data.
Admins and Members have strictly separated capabilities. Members can only see their own data.
All write operations use anti-forgery tokens. Input validation enforced at every layer.
Audit records are never modified or deleted. Every action is traceable to a user and timestamp.
Interest applications require admin confirmation before execution. No accidental writes.