Add any EVM-compatible blockchain with an Etherscan-style explorer API. API keys are stored in the server database and never returned to the browser after saving.
Blockchain Assets
Liquidity Pools
Automated Reports
Generate live reports from all tracked data. Each report opens in a new browser tab — use browser Print → Save as PDF to download.
🎯
Strategic Objectives Scorecard
All objectives, progress, categories, owners, and target dates with visual progress bars.
📋
PMO Status Report
All projects and milestones with overdue alerts, completion rates, and timeline status.
🔴
Risk Assessment Report
Full risk register with heat map, severity scores, mitigation plans, and critical alerts.
⚭
Blockchain Portfolio Report
Wallet audit, transaction history, flagged transactions with risk scores, assets and pools.
📄
Document Registry Report
Full document register with versions, review due dates, overdue alerts, and status.
🌟
Full Engagement Report
Complete report covering all 6 service areas with executive summary, KPIs, and all data.
Admin Panel
Payment Providers
Configure one or more payment processors. Set the Active Provider to control which one is used when generating payment links.
Stripe Credentials
PayPal Credentials
Square Credentials
Pricing Templates
Define reusable service packages. Templates can be one-time or recurring (monthly/yearly subscriptions). Admins decide at invoice creation time.
Invoices
New Pricing Template
Create Invoice
New Client
New Status Report
New Risk Entry
New Project
New Milestone
New Strategic Objective
New Document
Add Blockchain Network
Short identifier used internally
Token symbol shown in transaction history
Used for live USD price conversion
Must support Etherscan-compatible API (module=account&action=txlist)
Stored securely in the server database, never exposed in the UI
Add Wallet Address
You will receive an email alert when a transaction exceeds this USD value.
