Creating a Platform Holding

This article is a continuation of Risk Rate Holding

Create a New Contact or load an existing record:

This will open the contact record.

Click into the Holdings tab and click New under the Platform Holdings area:

Enter the details of the holding. 

Start by entering the provider & platform. As you start typing, a list of options will appear in a drop down box:

If you cannot find the provider or platform, add manually:

Complete further details of the holding:


For further information on Platform Holdings, see articles Platform Holdings - Holdings