From where to add any note in client valuation?

Modified on Thu, 19 Oct, 2023 at 7:10 PM

Solution:- You can add any note in the live portfolio and even in the  wealth report

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article