Q
Quanta CRM
Signed in as
PS
Priya Shah
user

Cortex Family OfficeProspectPending Review

client · institution · Monaco · Owner: Priya Shah

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Overview
Tags
family-office
Asset classes
EquitiesCommoditiesDerivatives
Notes
—
Created
Jun 17, 2026
Updated
Jun 17, 2026
Contacts
No linked contacts.
Activity timeline
  • meeting
    Family office mandate signed. Funding wired today.
    Priya Shah · 2d ago · Jun 15, 2026, 01:42 PM
Opportunities
  • Funded
    $12,000,000
    — · Next: Initial funding complete; await activation
Tasks
  • Chase final sanctions screening sign-off
    Due Jun 18, 2026 · Helena Vance
    open
Relationship status

Active status requires KYC approval. The server will reject any attempt otherwise.

KYC / Compliance
CurrentPending Review
Accounts
  • QC-INST-00511
    Read-only
    $12,100,000
    Equities$7,400,000
    Commodities$3,200,000
    Derivatives$1,500,000
    Last synced 4h ago
Audit history
  • create
    Priya Shah · 4h ago