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Reports

Generate operational and regulatory reports (mock — buttons are stubs).

XLSX

AUM by market

Assets under management split across Local, JSE and global funds.

As at 24 Jun 2026

CSV

Net flows

Daily pay-ins, payouts and net position across all payment rails.

Jun 2026 month-to-date

PDF

New investors

Newly verified accounts and first-deposit conversion.

Last 30 days

PDF

KYC outcomes

Approvals, rejections and average review time by risk rating.

Q2 2026

XLSX

Fund performance

Unit price movement and 1-year returns per CIS.

As at 24 Jun 2026

CSV

Reconciliation summary

Settled vs. pending vs. failed transactions by provider.

Jun 2026 month-to-date