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 [email protected] if you would like access to this feature.

Requirements

• 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