There are 3 ways of updating your clients holdings through Contract Enquiry:
- You can manually type in the contract details directly into the CE utility
- Within Clients> Holdings> Click into the holding> Details> Update Values Now
- It can then be run on a bulk basis (this includes individual bulk & bulk Transact & Cofunds) within Updates> Valuations
The Client & Holding must be setup before a Contract Enquiry can be run.
CCD will send the basic details of the plan to the providers server so they can return the fund information through the Update> Received area.