What is the “Multi Asset View”?
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
How can I add assets/insurance/loans data manually?
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
How are current value of insurance policies calculated?
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