General
Find general guidance for Fund Managers on fund setup, account funding, balances, fees and other Funds Management features.
3 articles
- How do I choose an account type when creating a fund?Compare the account types displayed during fund creation and understand what to review before confirming, including specifications, later changes, and earnings records.
- Risk Considerations in Funds ManagementAssess how billing periods, delayed Performance Fees, visible metrics, drawdowns, and investor timing can affect Fund Managers and Investors, with practical risk considerations for each.
- How do I update my Funds profile?Follow the Client Portal steps to update a fund’s avatar and professional background while meeting image, content, visibility, and moderation requirements.