Step 1: Add the product

1. Select Portfolios > Maintenance > Products

2. Select ADD

3. Enter product details ensuring you set the exchange as UNL (unlisted)

All custom products should have an exchange of unlisted.

4. Save

Enter Product Details


Step 2: Update the product details

1.Move through each of the product tabs and update the details such as the unit price and asset allocation

2. SAVE