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Property Tree: Business Insights - View Details by Fees - Tutorial 00:01
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Property Tree: Business Insights Premium - View Details by Fees - Tutorial
Course 3 of 4 in Property Tree: Business Insights
In Business Insights you can now View Details by Fees.
In this tutorial we will show you how to click on the Portfolios tab to view a summary of fees by Portfolio and Income Categories, then select View Details by Fees.