Are you adding investments and they are not appearing on your investment portfolio list?
This may be due to the 'Product Description'. This field is currently capped at 100 characters.
If your description is more than 100 characters, you will not be able to see it saved properly in the client record's Investment Portfolio list.
Please review the character count of your description and try saving again.
If you have any questions, please email our support team at email@example.com