Client desk
Accounts, funds, and documents in one workspace.
Equity, positions, and the cash ledger stay on this desk. Google opens a client session only. It does not grant a staff role.
Client portal
Sign in with Supabase when the project keys are set. The demo session opens the sample book for Avery Chen and writes nothing to a database.
Preview desk. Licensing, legal entity, and authorization to offer financial services are unset. Quotes are illustrative. No funds move.
Demo preview — sample data, no sign-inContinue with GoogleGoogle opens a client session. It does not grant staff access. Email sign-in stays available.