Portfolio Monitoring

Modified on Wed, Oct 23 at 4:09 PM

Portfolio Monitoring by Autoagent sends you daily or weekly notifications when items in your portfolio have certain changes. To activate this, simply check the box next to "Portfolio Monitoring" on your Overview page.




You can receive notifications about various updates, including balance changes, property ownership changes, exemption changes, and other additional alerts.



You can select how frequently you'd prefer to receive these notifications.



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