Where can I do a Contract Enquiry valuation?

There are 3 ways of updating your clients holdings through Contract Enquiry:

  1. You can manually type in the contract details directly into the CE utility
  2. Within Clients> Holdings> Click into the holding> Details> Update Values Now
  3. 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.