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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  • Broker Admin

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Show Hide AUM

Release Note

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Last updated 5 years ago

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Introduction:

Broker can manage the display of fields in find fund tab.Visibility of AUM (Asset Under Management) can be enabled/disabled.

Broker Admin

Log in into broker admin. Select settingsAccessibility settings Find Funds

FIND FUNDS:

Broker can show or hide AUM field on Find fund page.When “Show AUM of fund” is enabled then AUM will be available on “Find Fund” page for both “Invest fund” and “Mirror Fund”.

When “Show AUM of fund” is disabled then AUM will not be available on “Find Fund” page for both “Invest fund” and “Mirror Fund”.

AUM field not available.

Changes made in visibility will be saved, when broker click on “submit” button available at the bottom of Accessibility settings page.