Holder
Use holders to create your customers with address information and details of their tax situation. You then enter the details of the investment strategy, such as benchmark, asset allocation or individual restrictions, in the holder's respective portfolios.
Create your owner under any folder in Explorer. You create portfolios with accounts and custody accounts for these holders. The necessary steps are explained in detail in the chapters Holder, Accounts, Deposits and Portfolios .
Use the wizard described in the following section to conveniently create your owners.