Articles on: PMS & Investment Tools

Investment Proposal Widget - the Swapper

The proposal widget is built to facilitate distribution of your investments solicitations. From a portfolio, generate a portfolio proposal - or sollicitation. Click on actions, new proposal. Once generated your proposal will be shared directly on your client portal to designated portfolio’s owner.

First set the visibility of this proposal widget. Go to my account, company and then go to Portal and Apps.

Find Proposal, then click on edit. There you can set the widget visibility based on you company member’s group to into the client portal via the tag.

Updated on: 30/07/2022