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Financial Advisor Node - Portfolio Management

Welcome to the Financial Advisor Node on the CETFi Chain Mock Testnet, a standalone blockchain for decentralized stock trading. This node enables financial advisors to create client portfolios, provide trading advice via a custom DEX, and access client logs. Complete mandatory KYC and license verification, including logo upload for your branded DEX. Clients connecting to your DEX accept full responsibility for your advice; Crypto ETF Index/CETFi Chain is not liable for errors. Access other network DEXs anytime with your wallet.

Portfolio Dashboard

Client Portfolios

Client portfolios will display here with detailed allocation and performance metrics.

Risk Assessment

Financial Advisor DEX

Disclaimer: By connecting your wallet to this Financial Advisor DEX, you accept full responsibility for your advisor’s errors or mistakes. Crypto ETF Index/CETFi Chain is not liable. You may access other network DEXs with your wallet at any time.

Swap

Customer Recommendations

Order Book

Price Amount Total Type

Financial Outlook Reports

Client Management

Client Name Wallet Address Sub-Wallet Risk Profile Actions

Client Logs

Timestamp Action Client Address

Node Connection

Node Status: Disconnected

CETFi Wallet Management

CETFi Wallet: Not Connected

    Financial Advisor KYC and License Submission (Mandatory)

    WARNING: Uploading false or fraudulent documents is a crime and may result in legal consequences. It is your responsibility to ensure all documents are accurate and legally compliant.

    Required Professional Licenses: Series 7, Series 66, CFP Certification

    Required SEC/CFTC Registration: Form ADV, RIA Registration

    Other Regulatory Documents: FINRA, MiFID II Compliance (if applicable)

    Required Corporate/Individual Documents: Articles of Incorporation, Business License, Tax ID, or Personal ID

    Advisor Logo: Upload logo for DEX and sub-wallet branding

    KYC Status: Not Submitted
    License Status: Not Submitted

    Network Health

    Audit Trail

    Timestamp Action Advisor Address

    Testnet Rewards

    Prerequisites:

    • Manage at least 5 client portfolios
    • Maintain 99% node uptime for 24 hours
    • Generate at least 10 trading recommendations
    Qualification Status: Checking...

    Compliance Disclaimer

    CLARITY Act Disclaimer (Sec. 507): This testnet uses mock data and has no real-world value. All activities are for testing purposes only. The CETFi Chain complies with the GENIUS Act of 2025 (Sec. 4, 12) for transparency and reporting.

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