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Adding Existing Investment Products to a Profile
Adding Existing Investment Products to a Profile

Adding and updating your client's current investment products

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

It's important to be aware of all current products that a prospect or existing client has. For various reasons, you may not have this information stored for a client. At any time, you can add any existing investment products for a client. To create new investment product for a client:

1. Go onto the client's Profile

2. On the left hand side of the Profile, find the Products box

3. Click 'Add Product' and select 'Add Investment'

4. Fill in all the details for the current product

5. Add extra details for the investment by clicking 'Add New Fund'

Once you have added all the relevant funds to the investment, clicking 'Done' will save the product to the Profile. From here, you will be able to view it on your client's Profile, as well as on the Product dashboard.

What next?

Turn this product into an investment servicing Opportunity.

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