Portfolio Designer Overview
This video gives you an overview of the portfolio manager and designer.
You will learn how to edit an existing portfolio and gain a general understanding of what a portfolio creation layout looks like in PortfolioXpert.
It’s a general overview of the step by step process built into the software to walk you through the creation of a new portfolio and a brief explanation of how to edit an existing portfolio.
- Understanding the Portfolio Wizard
- Basic Editing Features
- Understanding Portfolio Details