This video will explain how to maintain the Investment Details of your investments within the Investment Library.
This video tutorial will assist you in managing these and help you to:
- Search the Investment Library
- Edit details about your investments
- View any Investment Holdings
- If you have a third-party investment data feed, this will be available within the 'Income' tab of the investment detail.
Tutorial Transcript
The investment library will show all investments which are within the program. From within the library, you can search and edit the investment details.
(00:17) Note: This search allows you to search by investment names and identifier codes. Search for an investment.
(00:26) Click on the name of the Investment, which will take you into the Investment Details. If you have permission, all categories within the investment details can be edited. To edit a record click, on the Pencil Icon. Fill in any details you wish to add or amend, once completed click on 'Save'.
(01:35) Once the Investment amendments have been saved you can then view further details about the Investment. The Holdings tab will reflect each individual investment ledger holding the investment transactions for each entity and sub-fund. The Income tab is currently updated with dividend and income records supplied by a third-party investment data feed.
(01:54) The investment search in the page footer can be used to search for investments and change the selected investments. This allows you to amend the investment library records quickly.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.17