Release Notes
  • Add Deposit to Active Allocation
  • Allow Disconnect Account
  • Allow Global Fund
  • Block User
  • Customize Loader
  • Fund Fact Sheet
  • Global Fund
  • Global Fund License Document
  • HWM Enhancement
  • Investment in Non-public Fund
  • JFD Changes
  • Merge Fees Enhancement
  • Mutual Fund
  • Open Position Visibility Settings
  • Workstation
  • Fees Settings Change in a Work Flow
  • Minimum Investment for Global Funds
  • Reconciliation Report
  • Show Hide AUM
  • Work Station CurrentTC
  • Badges Settings for NewTC
  • Error Handling Report
  • Investor Report
  • JFD Customization
  • Master LogIn
  • LogIn API
  • Queue Management
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  • Introduction:
  • Display of the badge in application

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Badges Settings for NewTC

Release Note

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Last updated 5 years ago

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Introduction:

In current scenario there is no provision to identify the audited funds on the site. Now we are providing settings to add the badges to the fund. So that investor can identify the audited funds. It will help them to make better investment decision.

This document describes the settings to assign badges to the fund and all impacted areas in the application

Strategy Verification Tab:

There will be new tab strategy verification in Broker AdminFundsSelect fundActionAccount settings as shown below:

Following fields will be available in the tab:

Badge Name: Name of the badge can be entered here

Badge Description: Broker admin can enter badge description in this WYSIWYG Text editor.

"What You See Is What You Get" text can be entered here can be edited with all available options.

Upload Badge: Broker admin can upload the image of size 34x42 pixel and png format only. This badge will be displayed with fund name.

Upload document: Broker admin can upload the 10 documents each of them 5MB and pdf format only. Button with plus size will be use to add the documents one by one.

Text entered here and uploaded documents will be available on “View performance analysis” page for funds having badge in the new tab “Strategy Verification” as shown in the figure:

Submit: Save button will save the changes and batch will be assigned to the fund.

This tab will be available for community funds mentioned below:

  1. Invest Fund

  2. Mirror Fund

Note: Badges can be assigned to global funds from site which it belongs.

Visibility of Strategy Verification Tab

Visibility of strategy verification tab can be managed by super admin by following path:

SuperadminModule SettingsSettings Allow Strategy Verification

This option will be disabled by default, super admin can enable if required.

Display of the badge in application

Badge will be appeared next to the fund name as shown in the figure.

  1. Find fund page

  1. Top funds in Dashboard page

  1. Performance Analysis page

  1. Broker AdminMarketingWidgets

All widgets related to top funds will show the badges next to the audited funds.