Platform Dashboard
Real-time overview across all organizations
Recent Activity
Recent Signups
Organizations
Manage advisory firms and their settings
| Organization | Status | Tier | Users | Created | Actions |
|---|---|---|---|---|---|
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Approval Queue
Review and action pending user registrations
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Recent Decisions (24h)
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Lead Pipeline
All inbound requests from the landing page
| Contact | Firm | Type | Status | Submitted | Actions |
|---|---|---|---|---|---|
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Platform Analytics
Growth trends, activation rates, feature usage
Top Orgs by Users
Feedback Management
Feature requests and bug reports submitted by users
| Type | Title | User / Org | Priority | Status | Submitted | Action |
|---|---|---|---|---|---|---|
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Platform Settings
Manage platform-level configuration
Subscription Tiers
Per-Org Feature Overrides
CommandDeck Connector
Sender-side connector — Ledgr → CommandDeck. Admin only.
⚙ Connector Configuration
—Enter the CommandDeck receiver URL and sync key. Values are saved to the database and take effect immediately — no redeploy needed.
CommandDeck Sender Connector
—| # | Type | Status | Size | Triggered By | Response Preview | Error | Time |
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| Event Type | Pack | Sensitivity | Status | Summary | Error | Time |
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| Capability ID | Endpoint | Method | Approval | Sensitive | Description |
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Starter Skills
| ID | Label | Capabilities | Approval | Schedule |
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Automation Candidates
| ID | Trigger | Action | Approval |
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Operator Cards
| ID | Label | Data Sources | Refresh | Sensitive |
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Inbox Item Classes
| Class | Label | Source Event | Sensitivity | Description |
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Alert Conditions
| ID | Label | Condition | Severity | Action |
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Market Data Ingestion
Automated daily ingestion of index close values from Yahoo Finance, Alpha Vantage, and FRED
Last ingestion result per active index. Indices without a data source configured require manual setup in the Sources tab.
| Index | Ticker | Last Close | Value | Source | Sources | Anomalies |
|---|---|---|---|---|---|---|
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Audit & Access Log
Record-level access events and privileged action evidence for SOC 2 / GLBA compliance