Custom investments can be identified as vehicles with a superscript "CI" in your client holdings.
To create a custom Investment:
- Navigate to the Settings section of your Fiduciary Focus Toolkit
- Click "Custom Investments"
- Click "Add New Custom Investment"
- Complete Required Fields
Once created, custom investments can be included in your Client Holdings and Monitoring and Proposal Reports. Any custom investment will automatically have an superscript CI following the name.