OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎Portfolios‎ > ‎

Add Portfolio Investment Objectives

Investment Objectives are statement which align with the strategy of your Investment Portfolio.

Investment Objectives can either be entered manually, or you can select objectives from the objectives list by clicking on the down arrow. This list can be customized according to your businesses needs.