Allow users to view Model Portfolios from Dashboard
In Progress
We could allow MPs to be added to an existing watchlist framework, add a watchlist type for MPs, or add a new function to bring a Model Portfolio to dashboard similar to Portfolio Sync lists.
Requested by Christopher Moore at Rathbone Warwick - $12,000 enterprise client
Requested by Christopher Moore at Rathbone Warwick - $12,000 enterprise client
mandraos@fountainhead-advisors.com (3100)
mandraos@fountainhead-advisors.com (3100)
Requested by Rob Allan at Johnson White - $12,600
Requested by Rob Allan at Johnson White - $12,600
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