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Manage Custom Assets Help
illio Business
What you can do
- Add Real Estate, Real Asset and Unlisted Asset data
- Once the assets have been created, they will be consolidated on the relevant summary page. Here you can edit them and add more data as it becomes relevant (i.e. any income received)
Tips to remember
- Once these have been created, they will not automatically be added to a portfolio. The user / owner must do this from the add transactions page.
