Smartr365 provides support for storing and managing details of investments for data storage and CRM purposes. Both clients and advisers can input information about their investments through the client portal.
- Enter an existing case via the Cases Page
- Navigate to the Investments section in the left-hand side menu. In this section, users have the ability to add an investment case, click add investments.
- Fill out the form to create an investments case and click save. (Investment type is a mandatory field ensure this is filled out)
- When an investment is added, it creates a new case on Smartr365 with a unique Case ID.
- Users can access an overview of the recorded investment information, including information about the type of investment and the provider, from the Case Summary. This summary provides a convenient way to view and manage investment-related information.
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