Instrument Cards

  • Pending on the Configuration, User-level and the Instrument Type the Cards may vary, for this example we will look at a Unitised Instrument

Instrument Cards

From the (1)View Details button you have a quick link to the individual cards

Instrument Cards

Example Cards:

  • Instrument
  • Dealing
  • Performance
  • Risk Measures
  • Income Distribution
INSTRUMENT CARD

More Actions

From the Instrument Card (1)More Actions, you have a direct link to Actions to be taken (Pending on Configuration, User-level and Instrument):

Instrument Cards

Some actions include:

  • Fees
  • Investor Accounts
  • Monthly Fees
  • Prices
  • Recon
  • Supplier Instrument Account

 

View Details

From the Instrument Card (2)View Details, you will be direct to the Instrument Page

Instrument Cards

More Actions

From the Instrument Page (1)More Actions, you have Actions available (Pending on Configuration, User-level and Instrument):

Instrument Cards

Actions include:

  • Fees
  • Investor Accounts
  • Monthly Fees
  • Prices
  • Recon
  • Supplier Instrument Account

 

Last Updated on 7 years ago by Tinus Burger