Multi-Fund Views

Multi-Fund View enable you to pool together multiple vehicles into a single dashboard for analytics.

Multi-Fund Views are part of Enteprise Plans only. Please contact us at if you would like access to this feature.


  • All pooled vehicles must be in the same fund currency

Quick Start

  • From your home screen go to the Multi-Fund View > Create a Multi-Fund View tab

  • Give the view a name and select vehicles to combine. Click on Save

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