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