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Sample Page

sample page

Advisor Interface

New Entry

History

IDClientStatus
id, 5, ‘0’, STR_PAD_LEFT); ?> client_name; ?> Saved

PM Team Interface

Pending Approvals

ID: id, 5, ‘0’, STR_PAD_LEFT); ?>

Type: request_type; ?>

pm_team_status) ): ?>
Approve

Status:

Trade Queue

Client: client_name; ?>

Account: account_number; ?>

trade_desk_status) ): ?>
Traded

Status:

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