Reports
Multi Asset View, as the name suggests, is a multi asset portfolio tracking report. It contains data about your client’s assets and insurance policies. Data...
Tue, 29 Dec, 2015 at 7:32 PM
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 d...
Tue, 29 Dec, 2015 at 1:30 PM
The current value of insurance is calculated based on the insurance policy type that the system decides based on the policy name. At a high level, we di...
Sat, 2 Sep, 2017 at 11:06 AM