Knowledge Base 🧠
Client Configuration

The creation of a Client Configuration (also known as Parent-Client Configuration) in Studio, allows for configuration data which is repeated

Header Management

Web Page security policies are included in web page headers. These security policies work to enhance the security of a

Custom Fonts

Style and Design are essential components when creating apps, websites, and documents. Every customer has their own style guide, their

Fund Managers

The Data product allows the user to manage all the client instance data including Fund Manager data like Fund Manager

Document Entitlements – Setup

Description Document Entitlements allow individual users to access only the documents that they are permitted to see, based on their

Google Tag Manager (GTM)

As per Google support, Google Tag Manager is a tag management system (TMS) that allows you to quickly and easily update

Personalization Tagging

Various companies, such as Optimizely (previously Idio), provide Personalization services to Asset Management clients. Content is personalized through machine learning,