Knowledge Articles
- Automatic Disinvestment
- How to generate Fee Accruals report?
- How to add a joint account in GIA?
- How to switch to a different model portfolio?
- How to remove a specific trade transaction from a bulk trade?
- Stamp Duty
- How to configure Auto-investment of the account?
- How to configure the email addresses of the organization to receive a notification about the transaction?
- How to request a withdrawal/transfer of cash/assets from an account?
- How to view settled cash transactions?
- How to cancel a withdrawal request?
- Updating Fee Settings
- Custody Fee
- Unpaid Fees
- How to bulk upload assets and update existing ones?
- How to manually match bank transactions?
- How to transfer assets between accounts?
- Access and Roles
- How to customize your your password on the platform?
- How to create an organisation?
- How to delete/archive an account
- How to bulk upload client accounts?
- How to search for a client?
- How to add an asset fund on the platform?
- How to verify and update the asset data?
- Transfer Out Process
- Import client from Intelliflo
- How to generate client reports?
- Contract Note
- How to generate Fee Accruals report?