Update Program Disclaimer
1) Select a program in the left frame. Then go to Program Terms / Program Disclaimer in the right frame.
2) Click Add Text button in the Program Disclaimer section. Add text and then click Save.
Update Monthly Performance Table Disclaimer
1) Select a program in the left frame. Then go to Program Terms / Others in the right frame.
2) Set Performance Type to proprietary and click Save.
3) The disclaimer will appear below monthly performance table in the preview frame. To edit the disclaimer move your mouse over it and click it
Continue your fund reporting workflow
This procedure is part of a repeatable fund factsheet production workflow. Continue with Fund factsheet production software and Fundpeak Knowledge Base.