Navigation

The app header provides Home, Clients, and Funds lookup; Settings includes Profile, Security, Firm, Teams, Admin, and Recycle Bin.

Main navigation

Label	Purpose
Home	Dashboard and quick links
Clients	Client list, tax years, fund entries, exports
Funds lookup	Search funds by ticker/name; view obligations % and catalog status

Staff users may also see Fund Management for catalog imports.

Settings

Open Settings from the account menu:

• Profile — name and avatar
• Security — password and account security
• Firm — firm name and workspace settings
• Teams — invite members, Admin and Member roles
• Admin — staff-only tools (if applicable)
• Recycle Bin — restore or permanently delete soft-deleted items