Section ‘Portfolio’ on client portal has widgets, ‘Total wealth 30 days ago’ and ‘Total wealth now’. Can we get consistency of vocabulary and rename change the widgets name too - 'portfolio' instead of ‘Wealth’.
Section ‘Portfolio’ on client portal has widgets, ‘Total wealth 30 days ago’ and ‘Total wealth now’. Can we get consistency of vocabulary and rename change the widgets name too - 'portfolio' instead of ‘Wealth’.
Please authenticate to join the conversation.
Rejected
Feature Request
Client Portal
About 2 years ago

virginie
Get notified by email when there are changes.
Rejected
Feature Request
Client Portal
About 2 years ago

virginie
Get notified by email when there are changes.