This video tutorial explains how you can use the Investment Library to save and centrally manage information about the underlying investments that you frequently recommend to your clients, whether this be individual funds, model portfolios, DFMs, or structured products; and it's a particularly good place to save details of your Centralised Investment Proposition, should you have one.
VIDEO: The Investment Library Print
Modified on: Mon, 27 Jul, 2020 at 1:22 PM
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