| Title: | BFS for managing fund holdings | |
|---|---|---|
| Owner: | Stefan Willebrand | |
| Creator: | Stefan Willebrand | Nov 25, 2019 |
| Last Changed by: | Stefan Willebrand | Dec 17, 2019 |
| Tiny Link: (useful for email) | https://bricknode.atlassian.net/wiki/x/OwARKQ | |
| Export As: | Word · PDF | |
Hierarchy
Children (9)
1. Create the fund company
2. Configure custom fields for the fund company
3. Create the Fund Entity
4. Configure custom fields for the fund entity
5. Creating accounts for the Fund Entity
6. Setting up financial instruments for the fund entity
7. Adding cash to the fund entity
8. Reporting to custodians
9. Synchronizing positions in BFS using excel
1. Create the fund company
2. Configure custom fields for the fund company
3. Create the Fund Entity
4. Configure custom fields for the fund entity
5. Creating accounts for the Fund Entity
6. Setting up financial instruments for the fund entity
7. Adding cash to the fund entity
8. Reporting to custodians
9. Synchronizing positions in BFS using excel
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