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.
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