As a Navexa Pro user, there are many instances where you would want to add a client to Navexa.
Adding a client allows you to group a client's portfolios together. This way you can easily find the client and get to their portfolios.
If you want to refer a client to Navexa so they can manage their own data, you can add a client to start the referral process.
How To Add a Client
Step 1: Click 'Clients' in the top navigation bar.
Step 2: Click 'Add Client' in the top right corner of the Clients page.
Step 3: Fill in your client's first name, last name and email address.
Step 4: Click 'Add Client' and your client will now show up in your Clients list.
