The Fund Centers we set up for clients are instances of this application template, and so all share the same codebase. Fund Center apps can be configured and styled to match client branding.
What are the prerequisites to set up a Fund Center?
- The Fund Center Template Application must be deployed to the environment where you will be setting up. It is available in Release and Production, so only mentioned for completeness.
- A Client Admin user for the client you are setting up.
- An API user with a permanent token for the client you are setting up.