Portfolio Dashboard
May 2025
YTD Earnings
$24,800
↑ 18% vs last year
Active Clients
12
3 pending activation
Monthly Commission
$3,200
↑ $280 vs April
Next Payout
Jun 1
Est. $3,400
Monthly earnings
Annual forecast
$41,200
Projected full year
To annual target60%
Target: $40,000 / yr
If all clients on track
$48,600
Client portfolio
ClientIndustryStatusTarget progressVol/moCommission
Earned YTD
$24,800
Projected annual
$41,200
Pending payout
$3,200
Monthly commission breakdown
MonthClientsCommissionStatus
Commission by client (May)
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Click any card to view details · Drag probability slider to update
Sort by
Client profile
Industry
Sub-industry
ICP score
72
Good fit
1
Company Search
2
Confirm Company
3
ICP Analysis
4
Pre-KYC Form
5
Added to CRM
Find a company to onboard
Enter the company's name and website. We'll look them up and confirm their identity before starting the ICP analysis.
Searching company database and public records…
ICP Client Profile

Drag each lever to model monthly volume. Score = monthly revenue ÷ 25. Minimum to qualify: 100 points (€2,500/mo).

Industry
Sub-industry
Monthly revenue
0
ICP Score
Enter volumes to calculate
Set the client profile to calculate the ICP score.
How the model works
Three revenue streams, each with a different commission rate. Score = monthly revenue ÷ 25. Minimum to qualify: 100 points (€2,500/mo).
FX × 0.9%  →  €100,000 × 0.009 = €900
Card usage × 1.0%  →  €10,000 × 0.010 = €100
Intl. transfers × 0.2%  →  €1,000,000 × 0.002 = €2,000
Below threshold
< €2,500/mo
< 100 pts
Small
€2,500–€4,000/mo
100–160 pts
Medium
€4,000–€10,000/mo
160–400 pts
Large
> €10,000/mo
400+ pts
ICP score qualifies — fill in the company details below to submit for KYC review via Airwallex.
Company identity
Primary contact
Business description
Tip: More detail = faster Airwallex review.
✦ AI-enhanced description
Documents
📄
Click to upload
PDF / JPG / PNG
🏛️
Click to upload
PDF / JPG / PNG
🏢
Click to upload
Utility bill / statement
📎
Click to upload
Any supporting doc
Submitting will add this company to the CRM Pipeline and initiate KYC review via Airwallex.
🎉
Company added to CRM Pipeline
The company has been added to the New Lead stage of your Onboarding CRM and KYC review has been initiated via Airwallex.
You can track onboarding progress under KYC Progress.
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Active clients — click any card to view details
Sort by
Under Review
3
RFI Required
4
Docs Submitted
2
Approved
2
On Hold
1
12 clients in onboarding pipeline  ·  Powered by Airwallex
Company Industry Submitted Status Current step Last update
* RFI = Request for Information. Airwallex may issue RFIs during compliance review requiring additional documents or clarifications from the applicant. Contact your client promptly to avoid onboarding delays.
Pre-KYC Registration
Register a new company for onboarding
Complete the form below to initiate the KYC process via Airwallex.
Accurate information speeds up approval and reduces RFI requests.
1
Submit
2
Review
3
Approved
Registration submitted successfully
The company has been added to the KYC pipeline. Airwallex will begin reviewing the application within 1–2 business days. You can track progress under KYC Progress.
Company identity
Primary contact
Business description
Tip: The more detail you provide, the smoother the Airwallex review.
✦ AI-enhanced description
Supporting documents
📄
Click to upload
PDF, JPG or PNG · max 10MB
🏛️
Click to upload
PDF, JPG or PNG · max 10MB
🏢
Click to upload
Utility bill or bank statement
📎
Click to upload
Any other relevant document
By submitting you confirm this company profile is accurate.
Magna Porta will initiate KYC review via Airwallex within 1–2 business days.
Select client
Comparison period: May 2025
Rates vs. typical traditional bank
Select a client above to view their monthly savings report.
ICP Qualification Model
Three revenue levers, one combined score, four client tiers. Drag each lever to model a prospect's monthly volume.
Revenue levers
Quick presets: or drag manually →
FX
0.9% commission
100,000
900
Card usage
1.0% commission
10,000
100
Intl. transfers
0.2% commission
1,000,000
2,000
Monthly revenue
3,000
Score (revenue ÷ 25)
120
Client tier
Small
€2,500 – €4,000 / month
€0
0 pts
€2,500
100 pts · qualify
€4,000
160 pts
€10,000+
400+ pts
Your Pipeline
No clients added yet. Set the levers above and click Add to Your Pipeline.
Tier reference
Tier Monthly revenue Score
Below threshold < €2,500 < 100
Small €2,500 – €4,000 100 – 160
Medium €4,000 – €10,000 160 – 400
Large > €10,000 > 400
How the model works
Each prospect's value is composed of three revenue streams. Each stream carries a different commission rate reflecting the underlying margin structure on FX, card interchange, and international transfer rails.
FX × 0.9%  →  €100,000 × 0.009 = €900
Card usage × 1.0%  →  €10,000 × 0.010 = €100
Intl. transfers × 0.2%  →  €1,000,000 × 0.002 = €2,000
Score = Monthly revenue ÷ 25. This anchors the model so a qualifying client sits at exactly 100 points. A €5,000 client scores 200, a €10,000 client scores 400.
The three levers can combine in any mix — a prospect doing high FX volume and zero cards is treated identically to one doing equivalent revenue across all three. What matters is the total.
Analyze a prospect
Recent analyses
AquaTrade GmbH · Vantage Imports · Nordic Commerce AB
Changelog
New features, improvements and fixes across all versions of the Magna Porta IP Dashboard.
Current version
Training Videos
Step-by-step video guides for using the Magna Porta IP Dashboard. New videos are added as features are released.