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Member Investment

Member Investment

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Member Investment

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Productivity Tip

Please remember that in this section and all of the Member Information screens - More is More - the more you collect and store, the more you are going to be able to do with the client.

 

Member Investment

1.The Investment screen is accessed from Member Details.
2.Here you can add basic client risk tolerances, timeframes, investment directions and the all important IRD number.
3.The Investment Focus value displays on the Conversation Screen.