OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎


The Portfolios tab is found under the Product Management view. This is where portfolios are created and edited, and all portfolio and investment transactions are done.

To create a new portfolio, select Add Portfolio.

Existing portfolios are listed and the investments contained in these portfolios can be viewed and edited.  Select View Investments to enter the investments section.