To change a valuation of an investment, a more recent price will need to be added into Fastrak. There are two methods that can be used to achieve this.
Method 1 -
How to update the price of a manually added asset, via the Investments Widget
Select the Policy via Client/Policy dashboard à Navigate to the Investments widget à Click the Edit pencil icon (highlighted on below screenshot).
Click the Green Plus icon on the right-hand side of the dialog window,
At this point you have a new, unsaved transaction, for zero units, with a zero price, dated with today’s date. See example below
To add a price, please only update the Date and Price columns and use Transaction Type “Price Update”.
Pease see example below this property is re-valued a year after it was purchased, on 01/06/2019, at £480,000.
To reflect this in Fastrak the new transaction should look like this.
Once the data has been entered always remember to click on the Save button
Once Saved you will see the updated value in the Investments widget on the Wrapper dashboard.
You will also see the price update transaction just added in the Transaction widget.
Method 2 - The second is through the Reports area.
