Live Platform Simulation

How the Backend Operates

Watch a complete client journey unfold in real time — from lead capture and onboarding through KYC, trust creation, document signing, and notifications — showing exactly how the consultant CRM and the client’s My Trust portal work together at every step.

Live Simulation

A Client's Journey, End to End

Step 1 of 16 — Visitor submits contact form

System Architecture

Live Data Flow

Visitor submits contact form

👤
Client Portal
⚙️
Backend Functions
🗄️
Database
🛡️
Admin / CRM
Live Status
Step 1 of 16 · 6%

In progress

Lead captured from website

Your enquiry has been logged in the CRM and assigned to a consultant for follow-up.

Lead captured from website01:32 PM
IME Capital Trust — CRMAdmin Console

1

Leads

0

Clients

0

Projects

Leads Pipeline

James Whitfield
$45,000new

Clients

No clients yet

Activity Log

›New lead captured — James Whitfield

Client Portal

Awaiting client login…

Active Project

—

—0%

Tasks (0/0)

Digital Vault

No documents

Messages

KYC Status—

This is a real-time simulation — each step shows exactly what the consultant sees in the CRM and what the client experiences in My Trust, end to end.

Ready to put it to work for you?

Schedule Consultation