Welcome back, Oscar
Here's what's happening across your services today.
$5.2M
Total Portfolio
4
Pending Actions
2
Upcoming Sessions
3
Lessons to Complete
Pending Actions
Submit passport copy
Schedule medical exam
Review Operating Agreement
Provide Q4 invoices
Upcoming Sessions
16JAN
Marcus Chen
10:00 AM
22JAN
Sarah Williams
2:00 PM
Continue Learning
Portfolio Diversification
Wealth Building Fundamentals
Double Taxation Treaties
International Tax Strategies
Property Management
Real Estate Investment Mastery
Portfolio Summary
Total Funds
$5.2M
+12.3% this month
1M Performance
+12%
vs. +8% benchmark
Cash Available
$250k
Ready to invest
Card Limit
$5k/day
Spending limit