The landing page shows all eight workflow steps, current completion status, gated actions, and the processing helpers that guide portfolio managers from mandate setup to client reporting.
Workspace account state
Plan
No active plan
Mandates
0
Capacity
1 local draft
Access state
Checking subscription
Draft persistence is currently handled via browser. Public drafting remains local until login and subscription unlock Firestore sync.
Layer 1
Define the client mandate and translate it into the strategic allocation blueprint before security selection begins.
Layer 2
Move from idea generation into institutional research and full portfolio assembly across Steps 03 to 05.
Layer 3
Monitor live holdings, drive rebalance decisions, and convert the portfolio story into client-ready reporting.
Mandate Workspace
Current mandate workspace stays on this page, so advisors can switch context without leaving the end-to-end workflow.
Workflow completion
0%
0 of 8 steps completed
Processing helper
Draft the mandate, document constraints, and prepare the policy statement for approval.
Base currency
Pending
Equity guardrail
Pending
Halal standard
Pending
Rebalancing
Pending
Processing helper
Set target weights, compare defensive buffers, and prepare a model allocation.
Open dedicated pageAllocation method
Select method
Target profile
Pending
Equities
0%
Sukuk
0%
Processing helper
Launch the derived screener, review the live shortlist, and remove names before deeper research starts.
Open dedicated pageDiscovery lens
Select lens
Risk posture
Set posture
Shariah scope
Standard Halal
Universe
Waiting for SAA
Shortlist
No shortlisted names yet
Processing helper
Open the institutional article flow, analyze the stock thesis, and generate a client-ready narrative.
Open research deskShortlisted names
0
Draft coverage
0/0
Approved
0
Pending actions
0
Processing helper
Assemble the full sleeve shell, populate equities from approved research, and track how far each sleeve is funded.
Open dedicated pageSleeves
0
Implemented sleeves
0
Funded allocation
0.0%
Unfunded allocation
100.0%
Processing helper
Review compliance changes, concentration risks, attribution signals, and active alerts.
Open dedicated pageNew alerts
0
High severity
0
Active alerts
0
Resolved
0
Processing helper
Review drift, compare replacement ideas, and generate the rebalance shortlist.
Open dedicated pageOpen cases
0
Reviewed cases
0
Implemented cases
0
Total tracked
0
Processing helper
Assemble portfolio commentary, stock narratives, and halal transparency into one communication flow.
Open dedicated pageIncluded holdings
0
Approved narratives
0
Sleeves in scope
0
Report mode
Client-ready
Active mandates
0
Setup completion
0%
Mandate ready
0/0
Allocation ready
0/0
Discovery ready
0/0
Linked workspaces
0/0
powered by innovation.
© 2026 purepofo.
All rights reserved.
Follow us on
