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Hey {name|there}! 👋

<p>The report only pulls through the plans held under a wrap but not the wrap itself. For example a client with a pension holding GIAs underneath only shows the client as holding GIAs with no pensions on the report.<br><br>Can the wrap header please be displayed on the report</p>

Valuation Report - Wraps to display on report

Maikay Davey

Plannr Technologies

Valuation Report - Wraps to display on report

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