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  1. Simple Fund 360 Knowledge Centre
  2. Investments
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General

  • Adding a Custom price for a fund only, using the new investment security list
  • Balance Review
  • Changing investment accounts to unitised/non-unitised
  • How to add a property
  • How to process Securities?
  • How to solve Duplicate Investment Accounts?
  • Investment Dashboard
  • Investment Income Generation
  • Investment Security List
  • Investment Strategy
  • Property Dashboard
  • Share Purchase Example
  • Simple Dietz
  • Unrealised Gain Writeback
Simple Fund 360 Knowledge Centre