How to manage pins (Funds)

For more information, please refer to the instructions below:

By default, each Fund has the following pins set by system automatically:

    • Fund status.
    • Fund type.
    • Jurisdiction.

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You can add additional pins by clicking on the ‘pin’ icon.

When the ‘pin’ icon is selected you will see the below screen where pins can be added or deleted. 

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Deleting a pin:

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If you want to search under a specific pin, click on the specific pin you wish to search for. The name of the pin will then become an additional tab along the top of the Fund list.

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Then click on the tab and all Funds that to the specific pin will appear.

You are also able to apply a pin to multiple Funds. For example a number of Funds may belong to a family group you wish to categorise. To do this, select the relevant Funds and go to the ‘Actions’ menu and click on ‘Manage Pins’.

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Once you've created the pin, it will then apply across the selected Funds.

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