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.