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Siebel Finance Guide > Managing Contacts > Updating or Reviewing a Contact's HoldingsAdministrators can perform various procedures to review, add, and modify contact information through the Contacts Administration views in the Finance Administration screen. 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 holdings
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