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This article is a continuation of Platform Holdings - Holdings To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All o...
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This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...
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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 o...
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This article is a continuation of Off-Platform Holdings - Performance Risk rate a holding through the Risk Rate Holding button at the top right of the screen: Once risk rated, the rating can be found next to the current valu...
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This article is a continuation of Off-Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performa...
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This article is a continuation of Off-Platform Holdings - Contributions Add Withdrawals to a Holding by selecting New: Select Regular, Single or Transfer: Complete the details of the Withdrawal: Once the fields are complete...
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This article is a continuation of Off-Platform Holdings - Underlying Assets To add contributions to an Off-Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Con...
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This article is a continuation of Creating an Off-Platform Holding . To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All&nb...
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Holdings can be found within a Contact record. 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 Off-Platform Holdings area: Enter the details of t...
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