Admin panel
Checking your account…
User roles
Search by email, or list all accounts, then grant roles (advisor, premium, admin). An account can hold multiple roles at once; resetting to user clears non-advisor roles. Advisor access is also driven by the advisor listings below — toggling a listing's Active flag does it automatically.
Advisor listings
Inactive and removed listings are only visible here. Toggling Active grants or removes the advisor role for the account with a matching email automatically.
| Name | Country | Verified | Active | Actions |
|---|
Advisor connections
Every request and share event between users and advisors. This is an audit trail of metadata only — the shared plan, report and portfolio content is encrypted end-to-end, so it is never readable here or by any admin, and only ciphertext is stored at rest. Revoking a connection immediately cuts the advisor's access to any shared snapshot.
| Requester | Advisor | Status | Requested | Shared | Response | Completed | Revoked | Actions |
|---|
Appearances
Control the site-wide look for visitors who haven't chosen their own theme — a visitor's explicit choice still wins. The accent color drives highlights, buttons and charts across the site.