Overview

Asset Info View

Public Asset

This tab allows you to search the details and prices for public assets across most exchanges around the world as well as search using an asset ISIN codes.

Company Asset

Company assets allow an advisor to maintain a client's private assets like an investment property, art collections, etc. Prices for these private assets can be updated via this tab.

This section also allows an advisor to maintain and track clients term deposit.

FX

This tab allows you to search for a historical foreign exchange rate. 

Classification

Asset classification (a.k.a Groupings) can be set up in this tab. An advisor can create a customised asset classification grouping for a client or the entire firm.

For example, an asset can be classified by industry (Finance, Mining, Manufacturing, etc.), asset type (Funds, Stocks, Fixed Income, etc.) or any customised classification.