Good morning, Faisal

Here's what's happening across the tenant today.
Alinma Investment INT Wed, 23 Sep 2026
Open tasks
4
Need your attention
Clients
24
18 individual · 6 corporate
Portfolios
48
Brokerage · Advisory · DPM
Active users
11 / 18
7 pending setup
11
Roles
1
Team
0
Segments
4
Admins

Book of business

48 portfolios · SAR 4.82B under management
Portfolios by type
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

Setup progress

6 of 10 steps complete
60%
Remaining steps
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

Advisor experience

Rules powering opportunities & automated tasks
9Active
Opportunity rules
Signal rules that surface client opportunities to advisors — allocation drift, bond maturity, unrealized loss.
6Active
Automated tasks
Rules that auto-generate advisor tasks from portfolio and account lifecycle events.