We now have Transaction Groups live on the platform! What this means is when you click into a group you will be able to watch the progress of any pending transactions.

For example, let say you wish to invest £100 of a clients money that is currently held in cash, into their investment portfolio.

• First, you would head to account actions, and then ‘Invest’

• Once you have clicked Invest, you will then be able to enter the amount of cash you wish to invest on behalf of the client.

• After you have pressed review and submit, you will then head to the Pending Transactions tab within the clients account. Here you can see the 3 funds that the client is investing the £100 in.

• If you click into the transaction group, you will be able to see the status of the order, along with the dates, amount and any progress.

This is particularly helpful when a client is rebalancing, as you will be able to see which funds have completed and which are outstanding or waiting to complete.

You can find out more about our transactional statuses here