Data Management
In this collection of articles you are able to find information regarding features in the section of data management under the manage tab.
Utilizing Benchmarks
My Portfolio
Mileage Tracker
Due Date Set Up
Upload My Documents
Organize My Documents
Edit My Portfolio’s Documents
Stress Test Your Portfolio
Deleting a Property or Mark it as Sold
Create a New Task
Create a New Document Package
Add Assets/Liabilities to Your Wealth Tracker
Add Property to My Portfolio
Add and Edit a Portfolio Owner
Task Tabs - Active, Completed & Deleted
Utilize My Portfolio Features
Upload a CSV File