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Accounts/Workflows (10)

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Green Amber Red Total
New Product 1 1 2 3
New Product 1 1 10 3
New Product 1 99 2 3
New Product 1 101 2 3

Account Selector (3)

Locked Draft Notes Account ID Primary CRM
Locked Draft Notes 00ABCD00 Primary CRM
00WCDD00* Primary CRM
Locked Draft Notes 00RFCDD00 Primary CRM
Client Details Account Details Account Exhibits Account Structures Node Details CRM Process View

Define Account Structures

Account ID: 00ABCD00
Template ID: 45 - Total Account
Total Account UK Equities Global ex UK Equities UK Index Linked UK Government Fixed Interest Global Tactical Asset Market Absolute Return Currency Absolute Return Cash