1. Editing your fund data

Every section of your fund profile is designed to be editable by you. Simply navigate to the section you wish to edit and click on the 'Pencil' tool in the top right corner.

2. Updating monthly performance and AUM 

Updating your monthly figures couldn't be easier. Our monthly update form lets you update all your funds and share classes in one place. 

Simply fill out share class returns and latest AUM figures for each strategy.

The link to the monthly update form will be emailed to you once a month. It is also reachable via the pink banner on your Management Company page or by adding '/monthly-update' to the end of your Management Company page URL.

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