Central Investment Proposition - Adding Portfolios

This article is a continuation of Central Investment Proposition - Adding Off Platform Products

Add Portfolios to the Central Investment Proposition through the Portfolios tab:

Use the search box on the left of the screen to find Portfolios you would like to add to the CIP.

The all dropdown can be used to set what type of portfolio you would like to search for:

Search and select the + to add to the Portfolios Selected area:

Remove portfolios using the bin icon:

For more information on configuring your CIP, see article Central Investment Proposition - Adding Fund Lists