🔗Adding Client

Aerie offers a robust and user-friendly interface for managing client profiles. This functionality is designed to streamline the process of adding, updating, and managing client information, ensuring efficient and secure handling of client data.

Adding Clients

To add a new client, navigate to the 'Clients' section under the 'Operations' menu. Click on the '+ Create' button, which opens the 'Create Client Profile' form. Fill in the required details such as first name, last name, email, phone number, date of birth, address, and country. Additionally, users can upload KYC documents for verification purposes. Once all the necessary information is entered, click on the 'Create' button to add the client to the system.

Client Profile Overview

The client profile page provides a comprehensive view of all client-related information. It includes sections for personal details, whitelisted addresses, wallets, assets, issuer information, and credentials. Users can view and edit client details, ensuring that all information is up-to-date and accurate.

Whitelisted Addresses

This section displays the addresses that have been whitelisted for the client. Users can add new addresses or view existing ones. Whitelisted addresses are essential for ensuring that only approved addresses are used for transactions.

Wallets

The wallets section lists all wallets associated with the client. Users can view wallet balances, transaction history, and other relevant details. This section provides a clear overview of the client’s digital assets.

Assets

The assets section shows all the digital assets owned by the client. It includes information on asset type, quantity, and other relevant details. This section helps in tracking and managing the client’s assets efficiently.

Issuer Information

The issuer section displays information about the issuer related to the client. Users can view issuer details and manage the relationship between the client and the issuer.

Credentials

The credentials section includes KYC information and other verification details. Users can upload and manage KYC documents to ensure compliance with regulatory requirements. This section is crucial for verifying the identity of the client and maintaining the integrity of the platform.

Client Profile Management

Client profile management is designed to be intuitive and straightforward. Users can easily update client information by navigating to the client profile page and clicking on the 'Edit' button next to the relevant section. All changes are saved in real-time, ensuring that the most current information is always available.