Contacts and Businesses - Performance Content Link

Overview

This help page describes a feature accessible when viewing contacts or businesses in SmartOffice. The performance content link allows users to track how well the contact's investments are performing compared to various market indices.

This functionality is exclusively available to SmartInvestments users.

Key Features

First Performance Date Calculation:

The system examines all investment accounts associated with a contact or household and identifies the earliest date among their initial performance dates.

Related Information

The page references:

• Viewing and editing contacts and businesses documentation
• Tabs and content links overview
• SmartInvestments introduction
• SmartInvestments performance calculations guide

The content emphasizes that this performance tracking tool requires SmartInvestments access and relies on aggregating data from multiple investment accounts to establish baseline performance metrics.

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