Adding Investments
Within the Contact > Information tab.
Navigate to Assets & Liabilities
Add investment asset
Select the plus icon to add the relevant 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. Select the Platform name 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