If you add a new manager to the Investment Portfolio Module or need to reclassify a manager to a net asset that doesn't currently exist in your system, you can create a new ASSET CLASS by following the instructions below.
Articles in this section
- Uploading Batch Fund Documents
- How do I add a fund?
- How do I merge funds in Fundriver?
- How do I deactivate/close a fund?
- How do I populate Fund Profile drop downs?
- Linking Non-Pooled And Endowed Funds
- How do I set up an endowment to reinvest a portion of its distribution back to principal?
- How do I set up distribution rules?
- Fees: Creating and Assessing Fees
- How do I attach documentation to a fund?