Creating an Investor profile is necessary to keep track of investor information, KYC's, transactions, etc.

  1. Go to the Investor Module on the left hand side menu.

2. Click the Add Investor button.

3. Fill out as much information as possible and hit save.

4. Once created you can further edit the client profile with additional account information, investment account details, Advisor documents & notes, client transactions, KYC's, or review their Statement History.

Creating an Investor Video:

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