OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎Resources‎ > ‎

Resources Dashboard

The first time you go to the resources dashboard for a client it will be empty. Firstly you need to setup your client's financial resources. You can do this by selecting either the Investments tab, Retirement Income tab, Other Assets tab or the Liabilities tab as indicated by the red arrows below.

When you have build up your client's assets the dashboard will display a Net Worth statement analysis as shown below.