Assets Under Management
- Include Client and Family Assets
- Add, Edit and Remove Platform assets under management
Choose to include or exclude the Client and Family Assets for the review:
Add a new Platform by selecting from the dropdown and clicking +Add Platform
Click the edit pen next to Client AUM £ or Family AUM £.
Add the value and Save & Update:
To delete a platform, click on the bin icon:
Once done, Save & Update then Cancel to return to the review screen.
