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’.
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Rejected
Feature Request
Client Portal
Over 1 year ago

virginie
Get notified by email when there are changes.
Rejected
Feature Request
Client Portal
Over 1 year ago

virginie
Get notified by email when there are changes.