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. 

Key Features:

  • Understanding the Portfolio Wizard
  • Basic Editing Features
  • Understanding Portfolio Details 

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