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

1. Access the Quest tab > Custom Products

2. Select the plus icon to add either a managed fund, or in the case of an SMA, use the Managed Portfolio option

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

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