Allow users to view Model Portfolios from Dashboard

Caleb Eplett shared this idea 6 years ago
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.

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Requested by Christopher Moore at Rathbone Warwick - $12,000 enterprise client

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mandraos@fountainhead-advisors.com (3100)

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Requested by Rob Allan at Johnson White - $12,600

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