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John Chen
Urgent: Portfolio Review Meeting
Hi Adrian, I need to discuss my recent losses in the REIT sector...
2 min ago
2
Compliance Team
Monthly Risk Assessment Due
The monthly risk assessment for high-value clients is due by end of week...
1 hour ago
Sarah Lee
Thank you for the investment advice
I wanted to thank you for the excellent advice on diversifying my portfolio...
3 hours ago
Market Research
Weekly Market Report - Asia Pacific
This week's market summary shows continued volatility in emerging markets...
1 day ago
3
Tom Liu
Questions about cryptocurrency allocation
I've been reading about crypto and wondering if it makes sense for my portfolio...
2 days ago
1
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Client Portfolio Alert
John Chen's portfolio dropped 5% today
5 min agoMeeting Reminder
Client review with Alice Wong in 30 minutes
25 min agoMarket Update
Fed announces interest rate decision
2 hours agoMessage Stats
Unread Messages2
Starred Messages2
Client Messages3