- Account Management
Navigate to the Account Management section of your Seraf account and locate the box titled "Managed Fund(s)". Here you can edit the names of any existing funds by clicking on the pencil icon or add new funds by clicking on the Add New Managed Fund button. If adding a new fund, enter the name and then click Save. If you'd like, you can include a short description and upload a logo to be used on all fund specific reports.
- Fund Management
Navigate to the Fund Management section of your Seraf account followed by the "Add Managed Fund" tab. Enter the name of the fund and then click Save. If you'd like, you can include a short description and upload a logo to be used on all fund specific reports.
Once you’ve added more than one managed fund, you can find them listed at the top of each page in the header, where you can scroll to select the specific fund to track performance by individual fund or across “All Funds”.