Setting up Client & Family Assets Under Administration

To enter Assets Under Administration on a client basis, click on the Contacts button on the left hand menu:

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Select the client you wish to enter the assets to.

Click on the Client & Family Assets button.  You will then need to click on the edit button (top menu):


You can now enter the Family Amount and/or the Client Amount.  Double click in the relevant field and type in the figure:

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Once entered, click on the save button (or cancel if you've changed your mind):


This information will be used in the calculations, as different charges may apply depending on the amounts the clients or a member of their family has invested on a platform.

To enter the Assets Under Administration for your firm, please follow the associated guide.