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MAUS Software
- MasterPlan Lean
- KPI Dashboard
- Milestones & Projects
- ValueMax
- Virtual CFO Pro
- Policies Manager
- Document Manager
- Performance Review
- Job Descriptions
- HR Profiler
- Client Needs Analysis (Advisors)
- Value Gap Analysis (Advisors)
- General Settings
- Client Setup (Advisors)
- Questionnaires (Assessment & Analysis) (Advisors)
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SafeWrite
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StockMarket Plus
Why is there a "Withdraw From" section in the Buy window
The trading account is the main account linked to your portfolio, and is where funds come from when purchasing shares. This can be amended by selecting another account in the drop-down menu. If you do not wish to have a trading account, delete the account from the “Cash Account” field and leave it blank.