Ex-Post Reviews - Optimise - Assets Under Management

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.