Quality Business Integration eXperts

Jersey Microsoft Business Central Support Question #2

This Week in Microsoft Business Central Support:

Same investment in two different portfolios

A client holds the same investment in two different portfolios — how should this be configured in Business Central?

It’s a common scenario, especially in complex investment structures.The solution? Set up portfolio specific identifiers and ensure accurate holding segregation across entities. That way, reporting stays clean, and you don’t double-count or misclassify assets.

This is the kind of nuanced configuration that makes all the difference, and why our support service exists.

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Andy Jarvis

Andy has over 25 years of experience as a Technology leader with experience across multiple industries globally including the Finance sector having worked in trust, fund, family office and banking institutions, and more recently in telecoms, engineering and manufacturing. He specialises in technology transformation and operations management; he has led multiple complex programmes within global organisations and managed technical and non-technical projects. He has helped global organisations modernise technology and create efficiency and automation in operations, adopt appropriate and cost-effective cloud services, rationalised global infrastructure & modernised communications. He is experienced with Start-ups through to FTSE100 organisations. Specialising in merger and acquisitions, scale up, technology strategy, enterprise architecture, operational management, and digital transformation. He brings a talent for understanding complex technical systems, simplifying design, and delivering results. Andy is based in Jersey but has worked and managed projects in several locations including UK Mainland, Crown Dependencies, Switzerland, USA, Asia, and South Africa.