Objects

VIDEO: Objects

An object is a set of data (fields or documents) that relate to each other and form a logical whole....
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What is an object?

An object is a set of data (fields or documents) that relate to each other and form a logical whole....
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How do I add a new object?

There are two ways to add a new object: (i) Let’s say you want to add a new strategy. On the...
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How do I delete an object?

There are two ways to delete an object: On the dashboard go the left-hand menu of objects. Select the object...
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What is a contact object?

A contact object contains information on a person in your company or another. Data associated with a contact includes first...
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What is a firm object?

A firm object contains information on an organisation, including your own. These include fund managers, consultants, distributors, professional services providers,...
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What is a strategy object?

A strategy object contains information on the overall approach to investment under which funds are grouped. A strategy will be...
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What is a fund object?

A fund object contains information on a fund, or specific investment vehicle. It is usually linked to many other objects,...
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What is a share class object?

A share class is an object linked to a fund (but not a strategy) that describes the available types or...
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