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Current Status

Onboarding Updates

John Smith

Contract sent to client

Hingle McCrigleberry

Contract signed

Rosa Simmons

PMQ viewed by client

Tayshaun Rogers

PMQ sent to client

Basic Information

1st Investor

Full Name

DOB

Address

Email

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fund allocation

Build your client portfolio below

X

Maximum Appreciation

12099

10%

Growth Appreciation

12059

0%

Moderate

12089

25%

Balanced

12098

0%

Conservative

12095

0%

65% of total funds remain

fund allocation

Build your client portfolio below

X

Equity Growth Strategy

12075

20%

Growth Strategy

12078

0%

Balanced Strategy

12074

0%

Moderate Strategy

12101

0%

Conservative Strategy

12073

15%

30% of total funds remain

allocation form video