How do I manage Entity Settings?

  2. Entities
  3. How do I manage Entity Settings?

Entities are characterized by their Fee Types, Fund Structure, Types, Strategy, and Structures. 

  1. On the main page, click  to access Settings.
  2. Go to Entities.
  3. In the top left of the screen, you’ll find the Entity Fee Types table.
  4. Click  to add a new Fee type and enter its Name, Description, Reminder, and Recurrence. 
  5. Click Save & Close.
  1. On the main page, click  to access Settings.
  2. Go to Entities.
  3. In the top right of the screen, you’ll find the Entity Fund Source table.
  4. Click  to add a new Fund Source and enter its Name and Description.
  5. Click Save & Close.
  1. On the main page, click  to access Settings.
  2. Go to Entities.
  3. In the second row of tables, on the left of the screen, you’ll find the Entity Types table.
  4. Click  to add a new Type and enter its Name and Description.
  5. Click Save & Close.
  1. On the main page, click  to access Settings.
  2. Go to Entities.
  3. In the second row of tables, on the right of the screen, you’ll find the Entity Strategy table.
  4. Click  to add a new Strategy and enter its Name and Description.
  5. Click Save & Close.
  1. On the main page, click  to access Settings.
  2. Go to Entities.
  3. Scroll to the bottom of the page, on the left of the screen, you’ll find the Entity Structures table.
  4. Click  to add a new Structure and enter its Name and Description.
  5. Click Save & Close.
  1. On the main page, click to access Settings.
  2. Go to Entities.
  3. Scroll to the bottom of the page, on the right of the screen, you’ll find the Entity ShareClass Types table.
  4. Click  to add a new ShareClass Type and enter its Name and Description.
  5. Click Save & Close.
Entities Settings
August 31, 2021

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