Investment Management - Fund Management Onboarding Video

This short video will provide an overview of Onboarding properties within the Investment Management Fund module.

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About this course

After watching this video, viewers will:

  • Understand Investment Management (IM) terminology.
  • Onboard existing entities (funds, investments, and properties).
  • Onboard new entities.
  • Navigate your way around properties.

About this course

After watching this video, viewers will:

  • Understand Investment Management (IM) terminology.
  • Onboard existing entities (funds, investments, and properties).
  • Onboard new entities.
  • Navigate your way around properties.