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Company Information
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Data Import
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Fundpeak API
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Performance Data
- Displaying daily data in default templates
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Portfolio Tool
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Program Information
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- Program Information
- Update the Fund Manager section in your template
Update the Fund Manager section in your template
Created On
Last Updated On
byadam
It is possible to edit manager´s information for the whole company or for one particular program only.
1) To edit company´s manager information go to Company Profile / Principal Info. Fill in the Bio section and click save. This information will be displayed for all programs.
2) To edit specific program´s manager information go to Strategy & Style / Fund Manager. Fill in the Fund Manager section and click save. This information will show only for one particular program.
