How do I make an other asset single/joint?

Once you have added an other asset to the system, you can set whether it is single or joint.

Navigate to Clients> Holdings> Other assets:

Next to the other asset you will see the following icon:

This indicates the asset is single.

To change the asset to joint, click into the asset and select the person icon, as seen on the screenshot below:

Select 'I> Change the ownership of this asset'

Select 'Single' or 'Joint'.

For this example, I will select 'Joint'.

Once you are done, click '<I Return'

You will now see the icon has change to show joint ownership: