Update Program’s AUM
This topic focuses on importing AUM from a file to one or multiple programs. To update AUM manually follow the first step in the first section (1. Uploading performance – single program). If you would like to update company total AUM, see this topic instead.
1. Uploading performance – single program
1. Select a program in the left frame and click AUM in the right right frame.
2. Choose a file. See Creating import files for more information about files.
3. Upload the file by clicking on save button.
2. Importing performance – multiple programs
1. Go to Company profile / Mass imports / Mass AUM Import
2. Choose a file. See Creating import files for more information about files.
3. Upload the file by clicking on save button.