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:



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:



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.