Holder zone mapping

Holder zone mapping is a licensed add-on that is not included in the default scope of Portfolio Sync Interface. Enable the holder zone mapping to automatically create new holders in certain zones.

You can freely configure criteria for this. A possible and practical configuration is that holders are moved in accordance with their assigned advisors.

Configure the holder zone mapping in the bank-specific settings. For more information on the configuration, see the section "Holder zone" tab.