OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎

Resources

The resources tab is where you add all your client's financial resources.
  • To view analysis information of your client's resources please see Resources Dashboard

  • To view how to add or edit your client's Investment Resources please see Investments Resources.

  • To view how to add or edit your client's Retirement Income, Ie. pensions,  please see Retirement Income Resources.

  • To view how to add or edit your client's Other Asset, such as properties and Gold,  please see Other Assets.

  • To view how to add or edit your client's Liabilites please see Liabilities.