Acquisitions

Import a portfolio

For when you buy a brokerage. Nothing enters the book until you have seen what would be created — a bad import makes a thousand policies indistinguishable from the real ones.

  1. File
  2. Columns
  3. Check
  4. Done

Choose the CSV exported from the firm's system.

Portfolios already imported
  • Aquisição Fundão 20252 Policies€6,240.00
  • Aquisição Barcelos 20241 Policies€384.90

The label travels with each policy, so the portfolio and the reports can still separate what came from each acquisition.