Investment journey — from onboarding to investment
This page shows how the main applications work together when someone becomes a customer and later uses investment features. Wording stays high level; your internal policies decide exact approvals and timings.
Happy path (overview)
With approvals (example)
Your organization may require extra checks before money moves or before certain actions appear to the customer. A simplified view:
Which application for what
| Stage | What the user sees | Who helps |
|---|---|---|
| Apply | Onboarding site (personal, corporate, or kids path) | Applicant |
| Review | ERP — customers, onboarding, investments as your roles allow | Staff |
| Ongoing | Customer portal — investments and account details | Customer |
| Admin | Admin portal only if your job is platform / organization setup | Platform admins |
Related
- System overview
- Workflows index
- Customer onboarding
- Customer portal
- Architecture: applications — technical map of apps (optional read for staff who want a diagram-first view).