Fund Center

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What is a Fund Center?

51 views October 10, 2018 Leandi Kolver 0

Creating a Fund Center instance

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How to set up Commentaries and Disclaimers for use in the Fund Center

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Configuring the Fund Center application data and settings

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How to create Fund Types and Modules

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How to set up the general configurations for each Fund Center Module

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How to define columns and their associated data in the Fund Center

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How to set up the Fund Card view in the app row configuration

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How to set up the Header and Fund Facts within the Fund Card

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How to set up Fund Managers within the Fund Card

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How to set up Key Documents within the Fund Card

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How to set up Charts within the Fund Card

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How to define the footnote scheme within the Fund Card

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How to set up the Document List view in the app row configuration

6 views October 10, 2018 Leandi Kolver 0