How do I add new managed funds to my Seraf account?

If you manage multiple funds, you can add them to your account in multiple places: Account Management or Fund Management.

  • 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 on the left hand navigation bar with the ability to track performance by individual fund or across “All Funds”.

Have more questions? Submit a request

Comments

Powered by Zendesk