Partner Portal
The partner portal is a web interface for monitoring your integration, managing configuration, and inspecting your financial data. It is separate from the API, you use it to observe and administer, while your backend uses the API to initiate transactions.
Access it at: portal.regini.finance
Log in with the credentials Regini provides during onboarding. Multiple team members can be invited under Settings → Team.
Dashboard
The landing page gives a real-time snapshot of your tenant.
| Metric | Description |
|---|---|
| Total Users | Number of users provisioned under your tenant |
| Total Accounts | Number of active savings accounts |
| Total Transactions | Cumulative transaction count |
| Assets Under Management | Total USDC held across all user accounts |
Below the stats: a live feed of recent users and recent transactions so you can verify activity as it comes in.
Users
A searchable list of every user provisioned under your tenant, with their name, onboarding channel, KYC status, and the date they were created.
Click any user to see their full profile: personal details, linked account, KYC/AML/CDD status, and transaction history. You can also provision new users directly from this page using the same wizard your backend uses via POST /accounts.
Accounts
Lists all accounts provisioned under your tenant. Clicking an account shows its status, wallet provisioning status, yield settings, and the linked user.
Wallets (sub-section) lists the underlying on-chain wallet addresses associated with accounts.
Transactions
A full, paginated transaction log across all accounts, deposits and withdrawals, with status, amounts in KES and USDC, exchange rate, and timestamps. Filterable by type and status.
Click any transaction to see the complete detail: fee breakdown, rate used, M-Pesa reference, and the linked ledger journal.
Treasury
Your tenant's financial position at a glance.
| Field | Description |
|---|---|
| Total USDC | Total USDC held across all user accounts (your AUM) |
| Personal Accounts | USDC held in personal savings accounts |
| Group Accounts | USDC held in group accounts |
| Total Accounts | Account count |
This page also shows your treasury wallet address and recent treasury-level transactions. float_surplus_usdc is informational, Regini monitors and manages float cover operationally.
Yield
Shows yield pool performance if yield is enabled for your program. Not active in Phase 1.
Reports
Generate CSV exports for a selected date range:
| Report | Contents |
|---|---|
| Transactions | Full transaction history, type, amounts, status, exchange rate |
| Account Balances | All accounts with current USDC balance |
| User Summary | Users with KYC status and linked account info |
| Yield Report | Yield pool performance and per-account earnings (when yield is active) |
Webhooks
Register and manage the HTTPS endpoints Regini delivers event notifications to.
From this page you can:
- Add a new webhook endpoint URL and select which events it subscribes to.
- View the signing secret for each endpoint (shown once at creation).
- Enable or disable an endpoint without deleting it.
- Send a test ping to verify your endpoint is reachable and your signature verification is working.
- Delete an endpoint.
See Webhooks for the full event reference and signature verification guide.
API Keys
Create and manage the API keys your backend uses to authenticate against the Partner API.
From this page you can:
- Create a new key with a name and a specific set of permission scopes.
- See which scopes each existing key has.
- Revoke a key immediately.
The raw key value is shown once at creation and cannot be retrieved again. Store it securely.
See Authentication for the full scope reference.
Ledger
A read-only view of the double-entry ledger that backs every financial operation on your tenant.
- Journals — each journal represents one financial event (a deposit, withdrawal, or fee). Click a journal to see its constituent entries.
- Entries — individual debit and credit lines. Every journal is balanced: debits always equal credits.
This view is useful for reconciliation and auditing. It is strictly read-only; the ledger is immutable.
Logs
Webhook logs
Delivery history for every webhook dispatch: the event type, target URL, HTTP status code returned by your endpoint, and timestamp. Use this to debug missed or failed deliveries and to check retry status.
Audit log
A record of every admin action taken in the partner portal: key creation, webhook registration, team changes, and more. Useful for internal compliance and access review.
Programs
Lists the programs configured for your partner. Each program entry shows the Regini base spread, your additional spread, lock period (if any), allocation type, and current enrollment count.
Click into a program to see the spread breakdown:
| Row | Description |
|---|---|
| Regini base spread | The margin set by Regini at onboarding (not editable by you) |
| Your additional spread | An optional margin you configure on top of the base |
| Total effective spread | The sum applied to all quotes for accounts enrolled in this program |
To configure your additional spread, click Edit next to Your additional spread and enter a value between 0 and 500 bps. Setting it to 0 removes your spread. The change applies immediately to new quotes, existing locked rate quotes are unaffected.
Revenue from your additional spread is credited to your FX spread ledger account. You can review it in the Ledger section.
To adjust Regini's base spread, contact Regini directly.
Settings
Profile
Your organisation name and contact details on file with Regini.
Team
Invite additional team members to the portal. Each member logs in with their own credentials. Role-based access controls which sections each member can see.
Billing
Your current plan and billing details.