Asseta — Investment Modules (review)

Integrations & data providers

Data Connections

All connected accounts in one table — account name + number, data provider, status, dates, owner.
Authorization status across the full LOA flow: Process Initiated → LoA Sent → LoA Signed → Pending Custodian Approval → Approved / Set Up.
Add account → provider picker → the manual setup steps (paperwork-based, no automated auth).
Row click → full account detail in one side panel: details, ownership, attributes, status, notes.
Admin-only: only the admin changes statuses and adds attributes & notes; clients view read-only.
Active / Archived tabs, search, export.

Table-driven widgets

Holdings table grouped by Investment Type / Asset Class / Account, with expandable groups.
Columns: Market Value, Unrealized Gain/Loss, Adjusted Value, % of portfolio, Total.
Donut and bar are built from the same table data and stay in sync with it.
Change the grouping or date range → table and charts update together.
Time Period: quick presets + a dual-month range calendar.