Fund Management

Member Dashboard

• Commence or Start a Pension - Member Dashboard
• How to convert a TRIS to an Account Based Pension - Member Dashboard
• How to convert a TRIS to TRIS (Retirement Phase) - Member Dashboard
• How to start a reversionary pension - Member Dashboard
• Member Dashboard
• Previous Years & External Contributions - Member Dashboard

See all 7 articles

General

• Bulk Entity Setup
• Entity Relationship Diagram
• Entity Relationships
• Entity Selection
• Entity Setup: How to Set Up a New Fund, Company, Individual or Entity
• Fund Dashboard

See all 18 articles

Chart of Accounts

• Bank Accounts
• Chart of Account Tags
• Chart of Accounts
• Editing account codes and names
• Global Chart of Accounts
• How to add Investment Accounts?

See all 9 articles