Fund Management

General

• How to Manually Enter a Pension Policy when the fund is Deemed Segregation
• Fund Search
• How to Delete a Fund in Simple Fund 360
• Fund Selection
• Fund Relationships
• System Start Date

See all 11 articles

Chart of Accounts

• Other Accounts
• How to set up an In-house asset
• Investment Accounts
• Global Chart of Accounts
• Bank Accounts
• Chart of Accounts