What is process for Family Mapping for 360 Reports

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• What is process for Family Mapping for 360 Reports

  Clients can follow simple steps for Family Mappings. Step 1 : Go to My Account >> Profile >> Family Mapping Step 2 : Select login id for the client which requires to be mapped to head of the family. Step 3 : After the id is selected, SMS and email ...

• What is the process for Family Mapping for 360 Reports ?

  Clients can follow simple steps for Family Mappings. Step 1 : Go to My Account >> Profile >> Family Mapping Step 2 : Select login id for the client which requires to be mapped to head of the family. Step 3 : After the id is selected, SMS and email ...

• What is the process for Family Mapping for 360 Reports ?

  Clients can follow simple steps for Family Mappings. Step 1 : Go to My Account >> Profile >> Family Mapping Step 2 : Select login id for the client which requires to be mapped to head of the family. Step 3 : After the id is selected, SMS and email ...

• What is family mapping for 360 reports and what benefits and conditions of Family mapping for 360 reports.

  We have online facility for clients to map their family members and view consolidated portfolio 360 report. Benefits of mapping clients under single family for portfolio 360 reports are : 1. Client can view family portfolio under single tab. 2. If ...

• What is family mapping for 360 reports and what benefits and conditions of Family mapping for 360 reports.

  We have online facility for clients to map their family members and view consolidated portfolio 360 report. Benefits of mapping clients under single family for portfolio 360 reports are : 1. Client can view family portfolio under single tab. 2. If ...