Rupert

Platform access — portfolio monitoring, morning brief delivery, BYOK market datasigned

Interactions (1)

call3/20/2026

Regular check-in with Rupert. Platform running well, no issues. Morning brief delivery consistent. He mentioned potentially adding a second user from his team. Stable relationship.

Next: Follow up on second user possibility next month (4/15/2026)

Mentioned potentially adding a second user from his teamVisa evidence

Commitments (0)

No commitments recorded.

Financial History

Rupert — March 2026 platform fee

revenuepaid

S$500