Scriptera
Devino automations — Investment Tracking
Ready-made scenarios where Devino works for you (investment tracking): pick one — a copy appears in your account and runs on its own.
7 scenarios
- A morning portfolio summary by email — automated
- A daily investment-portfolio breakdown
- Daily portfolio return and risk tracking
- A daily review of your stock portfolio — to your inbox
- Client portfolio update emails, with adviser approval built in
- A weekly read on your portfolio risk
- News that actually touches your clients — with an alert to your inbox
