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"Investment advice" activity

With this activity, you can carry out and record the entire restructuring and order execution. The activity consists of three consecutive subactivities:

  1. In the "Record" subactivity, the advisor records the meeting and creates the corresponding investment advice minutes at the end.
  2. In the "Execute" subactivity, the report is provided to the client and the orders are executed.
  3. In the "Review" subactivity, the responsible department reviews the completed activity.
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