Adding Investments
Within the Contact > Information tab.
Navigate to Assets & Liabilities.
Add investment asset
Select the plus icon to add the relevant investment asset type. In this example, we will select Platform.
Search the database for the Platform name.
Enter basic information about the Platform
Add the account number if available. Otherwise select Add.
If you have created a model portfolio, this can be applied now. Otherwise, proceed to the next step to add underlying investments manually.
Adding investment options
Once the Platform has been entered. Click on the arrow dropdown to add underlying investments.
Select the plus icon to add the first investment - there will be a default cash account.
Choose the investment type eg. Managed Fund.
Select the underlying investments
Type in the APIR/ASX code or product name in the keyword search. Select the product, then select Next.
Add in the Market Value and/or Units. Don't get too bogged down on completing every field, the main item is the value.
Continue this process, to add all relevant the underlying investments.