Funds Management

TradeSocio NewUX - Broker Admin manual

Funds Management page give you access to all funds and investment products created and connected to the platform. You can review the list of funds, manage them and set up new products.

The page consists of several sections navigated by the buttons in the top part of the page:

• Strategies

• SMA

• Basket Funds

Each section consists of table of contents and a functional toolbar with management actions.