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Platform Preview

Interactive mockups for the complete PBO Invest platform rebuild. 9 screens across the Traders Room, CRM, public website, Pragma handbooks, and Oriel AI.

01
Dashboard
Traders Room home. Portfolio balance, trading accounts, market overview, economic calendar.
Traders Room
02
Trading Terminal
Full-screen charting, order panel, open positions. Candlesticks, bid/ask, live price feed.
Traders Room
03
Client Detail + Timeline
Unified client timeline. Every deposit, trade, call, email, and note in one place.
CRM
04
Analytics Dashboard
Revenue charts, conversion funnel, agent leaderboard, team comparison. Super Admin view.
CRM
05
Withdrawal + Risk Score
Automated risk scoring. 6-factor breakdown, client context, approve or reject with reason.
CRM
06
Active Call Interface
WebRTC softphone. Call controls, client context, post-call form, listen/whisper/barge monitoring.
CRM
07
Website Hero
pboinvest.com public-facing homepage. Platform preview, account tiers, trust signals.
Website
08
Pragma Handbooks
getpbo.com landing. Finance handbook products, Stripe checkout, cross-sell to PBO Invest.
Handbook
09
Oriel AI
Coming soon page with waitlist, subscription tiers, feature preview. Gold accent treatment.
Oriel AI
Prepared for PBO Invest by The Brick Dev Studios Confidential Preview