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.
All pooled vehicles must be in the same fund currency
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
Last updated 2 years ago
