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.