The review balance is where adjustments are made, and the portfolio is compared to your portfolio recommendations. This is done using the investment and research templates selected in the previous screen. At the top right hand side of the screen is an option to Edit. This option allows you to change the section name and the cash adjustment. The screen is divided into the investment sectors: Each sector shows three groups of information:
Once you have performed the review and made the necessary changes, click the Next button at the bottom of the screen to continue. The Portfolio Review Investment Notes screen will be invoked. |
OMNIMax Help Manual > Client Management > Clients > Portfolios > Reviews > Portfolio Review >