Creating custom holdings

Custom holdings are useful if a client has non-tracked investments, such as non-traded REITs, private equity, and other vehicles. These are created in the top navigation bar under Settings > User Settings > Custom Holdings Directory > Input basic investment information on the right-hand side > Create the custom holding > Add data period information such as returns or expenses > Save > Add your investment to a client's holdings.

Please note that custom holdings will not receive Fi360 Fiduciary Scores. They will not be included in historical performance calculation unless investment information for each past data period is completed.

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