How Do I Add An External Asset?

1. Locate the client via the Quick search function, select Dashboard

2. Navigate to Account in the vertical menu and click External assets.

3. You will land on Manage external assets on the horizontal bar.

4. By selecting Add an external assets portfolio, a pop-up will appear where you will be prompted to enter a portfolio name.

Add debt or liability or Add external assets. 

You have the ability to select from a range of Categories.

If the same asset is added across multiple clients, ensure the same code is used.


Have any questions for us?

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