11
Roles
Good morning, Faisal
Here's what's happening across the tenant today.
Assets under management
SAR 4.82B
+2.4% from last month
Clients
24
18 individual · 6 corporate
Portfolios
48
Brokerage · Advisory · DPM
Active users
11 / 18
7 pending setup
1
Team
0
Segments
9
Opportunity rules active
Book of business
48 portfolios · SAR 4.82B under management
Brokerage
22 portfolios
SAR 1.94B
Advisory
15 portfolios
SAR 1.55B
Discretionary (DPM)
11 portfolios
SAR 1.33B
18
Individual clients
6
Corporate / entity
SAR 201M
Avg. per client
Needs attention
4 open items
Users pending setup
No role or team assigned yet
7
No segments configured
Group RMs & managers under a superuser
0
Team structure minimal
Only “Engineering” — no description or segment
1
Currency metadata incomplete
SAR & USD missing symbol & name
2
Recent activity
sara.alqahtani@alpheya.com completed account setup
40 minutes ago · User Management
bobby@alpheya.com was assigned Relationship Manager
2 hours ago · User Management
Portfolio SA-PF-0015 created — Gulf Energy Holdings Brokerage
5 hours ago · Book of Business
Opportunity rule Portfolio Allocation Drift activated
Yesterday · Advisor Experience
Currency USD added to supported list
Yesterday · Market & Trading Config
Client Najd Trading Company onboarded
2 days ago · Book of Business
Reference & config data
Products3
Securities1,240
Exchanges4
CurrenciesMetadata missing2
Labels6