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| Name | Latest data | Goal |
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Drop My Prosperity CSV exports here
Select all client files at onceUpload a one-page PDF with market commentary, interest rate changes etc. This will be attached as a second page to monthly reports for clients who have commentary enabled.
Drop PDF here or click to browse
One page PDF, max 5MB
1. Upload a PDF here and tag it to a period
2. In the Reports tab, tick "Commentary" for the clients who should receive it
3. When generating monthly PDFs, the commentary is appended as a second page
Note: PDF merging requires the report to be generated via the Download button (not preview).
| Role | Joined |
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The user will receive an email to set their password. You can change their role at any time.