Search this site
OMNIMax Help
Welcome to OMNIMax India help
OMNIMax Help Manual
Client Management
Clients
Client Household
Client Journal
Correspondence
Client Login
Risk Questionnaire
Goals
Resources
Cashflow
Insurance
Plans
Portfolios
Insurance Policies
Contacts
Groups
Events
Correspondence
Templates
Research Templates
Sector Risk Returns
Investment Templates
Document Template
Document Inserts
Questionnaire Templates
Edit Expense Defaults
Back Office
Providers
Funds
Currencies
Registry Datafeeds
Registries
MIS Reports
Settings
OMNIMax Training Library
Feedback
Sitemap
OMNIMax Help Manual
>
Client Management
>
Clients
>
Client Household
>
Edit Client
Please refer to
Add / Edit Client
for more information.
Comments
