Q
Quanta CRM
Signed in as
PS
Priya Shah
user

Cortex Family OfficeProspectPending Review

client · institution · Monaco · Owner: Priya Shah

Back to parties
Overview
Tags
family-office
Asset classes
EquitiesCommoditiesDerivatives
Notes
—
Created
Jun 18, 2026
Updated
Jun 18, 2026
Contacts
No linked contacts.
Activity timeline
AllCallsMeetingsEmailsNotes
No notes in this filter.
Opportunities
  • Funded
    $12,000,000
    — · Next: Initial funding complete; await activation
Tasks
  • Chase final sanctions screening sign-off
    Due Jun 19, 2026 · Helena Vance
    Overdue
Relationship status

Active status requires KYC approval. Outstanding: Sanctions screening result.

KYC / Compliance
CurrentPending Review
Checklist progress4 of 5 complete
Accounts
  • QC-INST-00511
    Manual
    $12,100,000
    Equities$7,400,000
    Commodities$3,200,000
    Derivatives$1,500,000
    Last updated by Priya Shah · 2mo ago
Audit history
  • create
    Priya Shah · 1mo ago