Investment system Integration in Dash SaaS

Investment Dashboard

• The Investment Dashboard provides a complete overview of your investment platform’s operations and financial performance through various visual elements and quick access features.
• At the top, you will find a QR Code that investors can scan to directly access the investment website, along with a Copy Link button to easily share the platform link with potential investors.
• The dashboard displays important summary cards showing Total Plans, Total Investors, Total Deposits, and Total Withdrawals, giving you instant insights into your platform’s key metrics at a glance.
• The Transaction Overview chart displays a monthly line graph showing the comparison between Credit (Deposits) and Debit (Withdrawals) throughout the year, allowing you to visually track the flow of funds and monitor your platform’s financial activity month by month.
• The Recent Investments table displays the latest investor activity with columns for Plan, Investor, Amount, Return, Payment Type, Date, and Status, allowing you to monitor and track the most recent investment deposits directly from the dashboard.
• The Latest Withdrawals table at the bottom displays the most recent withdrawal requests with columns for Plan, Investor, Withdraw Amount, Date, and Payment Status, allowing you to quickly review and manage pending or completed withdrawal transactions at a glance.

System Setup

Manage Plans

• To create a new investment plan, click the “Create” button at the top right. In the Create Plan form, enter the Plan Name and select the Category Name, then choose the Return Type (Fix Return or Annual Return). If you select Fix Return, enter the Fix Return value. If you select Annual Return, enter the Minimum Return and Maximum Return.
• Next, select the Risk Level (Low, Medium, High) and enter the minimum investment amount in “How much need to invest?”. Then choose the Plan Duration Type (Fixed or Range). If you select Fixed, enter the Fixed Duration. If you select Range, enter the Minimum Duration and Maximum Duration, and select the Duration Unit (Month or Year).
• After that, set the Status to Active or Inactive, add the Plan Features and Plan Description, and finally click Create to save the plan.
• In the Manage Plans section, you will find a list of all existing investment plans displayed as cards, each showing the Plan Name, Status (Active/Inactive), Return, Minimum Investment, Category, Return Type, Duration Type, Duration, Risk Level, and Key Features. Using the three-dot menu on each card, you can select Edit to update the plan details or Delete to remove it permanently.
• Once saved, all active investment plans will appear on the Investment Plans page of your website, displaying each plan’s name, description, return rate, minimum investment, duration, risk level, and key features. Investors can browse all available plans and click Invest Now to proceed with their chosen plan. Plans marked as Inactive will not be visible to investors on the website.

Manage Investors

• When an investor registers on your website through the Create Your Account page, they are automatically added to this Manage Investors list, allowing you to monitor and manage all investor accounts from one central place.
• The Manage Investors section gives you complete control over all registered investors on your platform.
• In the Manage Investors section, you will find a list of all registered investors with their Profile Image, First Name, Last Name, Email, Phone, Login Status (Enabled/Disabled), and Actions. You can search for a specific investor using the search bar and click Search. You can also switch between list and grid view.
• In the Actions column, each investor has four action icons. Use the lock button to Enable or Disable the investor’s login access, the info button to view their Investment Details, the history button to view their Transaction History, and the delete button to permanently remove the investor.
• Clicking the More Info button opens the Investor’s Investment Details page, which displays a table showing all active plans for that investor with columns for Plan, Invested Amount, Return Rate, Expected Return, Duration, Purchase Date, and Expiry Date, giving you a complete overview of that investor’s portfolio at a glance.
• Clicking the Transaction History button opens the Investor’s Transaction History page, which displays a full record of all financial transactions for that investor with columns for Transaction ID, Plan, Type (credit/debit), Amount, and Detail, allowing you to track every deposit and withdrawal made by that investor.

Manage Deposits

• In the Manage Deposits section, you will find a list of all deposit transactions with columns for Plan, Investor, Amount, Purchase Date, Payment Type, Payment Status, Receipt, and Actions. You can search for a specific deposit using the search bar and click Search. You can also switch between list and grid view.
• To filter the deposits, click the Filters button at the top right to expand the filter panel. You can filter by Plan and by Investor using the respective dropdowns. Click Apply to load the filtered results or Clear to reset the filters.
• In the Actions column, use the view button to see the full deposit details and the delete button to permanently remove a deposit record. If a receipt has been uploaded by the investor for a deposit, a View Receipt icon will appear in the Receipt column, allowing you to quickly access and review the uploaded payment receipt.

Manage Withdrawals

• In the Manage Withdrawals section, you will find a list of all withdrawal requests with columns for Plan, Investor, Amount, Date, Status (Paid/Pending), and Actions. You can search for a specific withdrawal using the search bar and click Search.
• To filter the withdrawals, click the Filters button at the top right to expand the filter panel. You can filter by Plan and by Investor using the respective dropdowns. Click Apply to load the filtered results or Clear to reset the filters.
• In the Actions column, withdrawal requests that are already “Paid” will only show the view button to review the withdrawal details. For withdrawals that are “Pending”, you will see three actions: the payment button to process the payment, the view button to review details, and the delete button to remove the request.
• To process a pending withdrawal, click the payment button on the relevant row. The Add Payment form will open, showing the pre-filled Payment Amount, Plan, Investor Name, and Payment Date. Enter the Reference Number, select the Bank Account, add an optional Description, and click Add Payment to confirm the transaction. Please note that once a payment is made, the withdrawal record cannot be deleted.

Manage Withdrawal Payments

• In the Manage Withdrawal Payments section, you will find a list of all processed withdrawal payments with columns for Plan, Investor, Amount, Reference Number, Date, and Actions. You can search for a specific payment using the search bar and click Search.
• To filter the withdrawal payments, click the Filters button at the top right to expand the filter panel. You can filter by Plan and by Investor using the respective dropdowns. Click Apply to load the filtered results or Clear to reset the filters.
• In the Actions column, use the view button to review the full payment details. For payments that are not yet confirmed, you will also see a Mark as Paid button and a delete button. Click Mark as Paid to confirm and finalize the withdrawal payment for that investor. Once marked as paid, only the view button will remain, as the payment record can no longer be deleted.

Manage Blogs

• To create a new blog post, click the “Create” button at the top right. In the Create Blogs form, enter the Title, Author, select the Category, set the Publish Date, add Blog Tags, enter a Short Description, upload a Blog Image using the Browse button, and write the full blog content in the Description field using the rich text editor. Click Create when done.
• In the Manage Blogs section, you will find a list of all existing blog posts with columns for Image, Title, Category, Author, Publish Date, and Actions. You can search for a specific blog using the search bar and click Search. You can also switch between list and grid view.
• To filter the blogs, click the Filters button at the top right to expand the filter panel. You can filter by Category using the dropdown. Click Apply to load the filtered results or Clear to reset the filter.
• In the Actions column, use the view button to preview the blog post, the edit icon to update the blog details, and the delete button to permanently remove the blog post.
• Once saved, the blog post will appear on the Blog page of your website under its relevant category, displaying the blog image, title, author, publish date, short description, and tags. Visitors can click Read More to view the full article.

Manage Subscribers

• In the Manage Subscribers section, you will find a list of all newsletter subscribers with columns for Email, Subscribed Date, and Actions. You can search for a specific subscriber using the search bar and click Search.
• In the Actions column, use the delete button to permanently remove a subscriber from the list.
• Subscribers are added automatically when a visitor enters their email address and clicks Subscribe Now in the Stay Updated newsletter section on your website’s homepage or Investment Plans page.

Manage Contacts

• In the Manage Contacts section, you will find a list of all inquiries submitted through the Contact page of your website, with columns for Name, Email, Phone, Subject, Contact Date, and Actions. You can search for a specific contact using the search bar and click Search.
• In the Actions column, use the view to read the full message and details submitted by the visitor, and the delete to permanently remove the contact inquiry from the list.
• Contacts are added automatically when a visitor fills out and submits the Send Us a Message form on the Contact page of your website, providing their Full Name, Email Address, Phone Number, Subject, and Message.

Investor Registration & Login