Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know your way around a holding's detail page — where to check the holding's bank account balances, how the tabs are organized, and how to manage the holding's addresses and custom fields from the Details tab.
Note
You need access to your firm's GP workspace and at least one holding to follow along. If you haven't created a holding yet, start with the Add your holdings guide.
Open a holding
Open Holdings and select a holding to reach its detail page. You can also get there from the GP dashboard — click a marker on the holdings map or an entry in Last viewed holdings.
Check bank balances from any tab
The header block at the top of the holding page has two columns: the holding's photos on the left, and a Bank Accounts panel on the right. That block sits above the tab bar, so the balances stay in view no matter which tab you're on — you never have to leave the holding to see where its cash is.
The table lists each of the holding's accounts with its account name, type, status, balance, and available amount. Click a row to open that account's detail page for the full picture.
Warning
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. Always navigate to Covercy directly rather than following links in unexpected messages.