How to edit the name of an Insurance asset in MProfit

Modified on Fri, 04 Dec 2020 at 07:00 PM

You can edit the name of any Insurance asset in MProfit. Please follow the below process: 

1. In the MProfit portfolio summary screen, right click on the Insurance name that you want to edit.

In the dropdown, select Edit Asset.

2. In the following window, you need to click on Modify Name and you can edit the asset name.

Finally, click Save.

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