Manage investments, property, and other financial assets.
| Guide Name | Description | Action |
|---|---|---|
| Create New Asset | Add new investments and assets to your portfolio. | View |
| Define Registration Details | Set up asset registration and ownership details. | View |
| Define Properties | Configure asset properties and characteristics. | View |
| Define Terms | Set up asset terms, conditions, and parameters. | View |
| Bulk Upload Assets | Upload multiple assets at once using CSV templates. | View |
| View Asset Details | Access and review comprehensive asset information. | View |
| Link to Administrator | Connect assets to administrators and service providers. | View |
| Liquidate Assets | Process asset sales and liquidation procedures. | View |