Adding an SMA or Custom Product

At times, you may need to create a custom platform or product for things likes SMA's, custom rate cards, etc.

This can be done via the Settings area

Either create your custom Platform, or Custom Product

In the case of an SMA, use the Managed Portfolio option

Input the details of your Custom Product/SMA - Name, Fees, Asset Allocation.

Once complete, this product can now be selected within the existing Assets/Super area or when making recommendation in Quest