Click on the Portfolio Reports tab under Client Section and click on the + icon on the right.
It will open a slider with all the options to add whatever data you want to add.
How can I add assets/insurance/loans data manually? Print
Created by: IFA Support Admin
Modified on: Tue, 29 Dec, 2015 at 1:30 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.