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NewUX Broker Admin
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  1. Products and Funds

SMA funds

TradeSocio NewUX - Broker Admin manual

PreviousFunds ManagementNextStrategies

Last updated 4 years ago

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SMA are Separately Managed Account type of funds. The trades opened by strategy provider (fund manager) will be copied to user investment account. Investor does have not be able to manually close open trades when investing with SMA funds.

SMA fund management report is available in Funds Management - SMA

The report consists of table of contents and a functional toolbar.

You can perform a number of actions from the toolbar:

  • + Create - set up a new fund, connect the trading account and build a performance page

  • Export CSV - export the list of existing funds in .csv format and save file on your computer

  • Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

  • Add and remove the columns from the table of contents

  • Size to fit - resize columns to fit the current width of the widget

  • Auto-Size All - resize columns for the optimal view of the data displayed

You can perform number of management actions from drop-down menu in the table of contents:

  • Account settings - review and edit settings of the fund

  • Active allocations - review the list of all active allocations of the fund