Siebel Finance Guide > Managing Contacts >

Updating or Reviewing a Contact's Investment Profile

The Investment Profile view allows administrators to create contacts' profiles, such as overall objectives, financial goals, annual income, liquid net worth, experience, risk assessment, knowledge levels, and income tax bracket.

To update or review a contact's Investment Profile

  1. Navigate to the Administration - Finance screen > Contacts view.
  2. In the Contacts form, query to retrieve the desired contact.
  3. Update the contact's information as needed.
  4. Click the Investment Profile view tab.
  5. Update the contact's investment profile as needed.
Siebel Finance Guide