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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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Notifications

Client Portfolio Alert

John Chen's portfolio dropped 5% today

5 min ago

Meeting Reminder

Client review with Alice Wong in 30 minutes

25 min ago

Market Update

Fed announces interest rate decision

2 hours ago

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Unread Messages2
Starred Messages2
Client Messages3