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Portfolio NAV statement ready

Notifies the investor that the periodic NAV / valuation statement is ready.

Financeutility#mutual-fund#nav#statement

Preview

Hi Anita, your portfolio valuation statement for April 2026 is ready. Log in to view holdings and applicable NAV.

Component structure

  • BODY

    Hi {{1}}, your portfolio valuation statement for {{2}} is ready. Log in to view holdings and applicable NAV.

Variables

These placeholders get substituted at send time. You fill them with values from your contact attributes, order data, or any integration field.

  • {{1}}

    Customer first name

    e.g. Anita

  • {{2}}

    Statement period

    e.g. April 2026

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  4. Meta approves in 1–24h. Start sending.
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