Pipeline

one journey: prospect → onboarding → live → monitored
Invite a broker
Prospects0
No prospects yet.
Onboarding0Detail →
Drag a prospect here when checks begin.
Live — trading0Trades →
Brokers land here once the agreement is signed and limits are set.
Drag cards between columns, hover a card to edit it (✎), or add a broker with the button above — your changes are saved in this browser. Stage gates still apply in the real system: nothing skips checks, agreement or limits. Clear the board.