Help articles for adding a track record & detailing your Profile
By Aidee1 author6 articles
Adding A Track RecordThis is an article that explains how to add a track record to your profile.
Manager Profile FAQsFrequently asked questions
Email NotificationsThe investor portal sends a number of email notifications out to investors on behalf of the manager.
Adding Profile ImagesThis article covers the different image options available in the Manager portal.
Add Your Brand Logo (Welcome Email Image and Browser Favicon)This article explains how to customize the design of your manager portal.
Adding Principals and Team Members To Your Firm's ProfileThis article covers how to add principals and team members to your Manager profile.