How to filter and search through the list of Funds

On the Main Menu, you will see ‘Funds’ under the SuperComply heading.

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When you click on ‘Funds’, it will then list all the Funds under your account.

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The grid above lists all Funds under your account. This feature has a strong search functionality.

As a starting point, you can sort by status:
Active (default select).
Archived
Wound up

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You can also sort by parameter:
- Name if Fund: 
default sort, sorted alphabetically A-Z.
- Next Upgrade Date:
 sorted alphabetically A-Z.
- Establishment date:
descending order, from newest oldest Fund.
- SMSF manager: 
sorted alphabetically A-Z.

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There are also tabs that run along the top of the grid. These are another search functionality. These tabs allow you to search by:

- 'All' tab: where all Trusts available in Trust registry are displayed. Opens by 'default'

- Upgrade Due Soon:

i. Upgrade Due soon:
Shows a list of Funds where the next upgrade date is within the next 14 days
ii. Upgrade Overdue
Shows a list of Funds where the next upgrade date is in the past

There is also an option to do a local search through the table. This search is triggered when you input the first letter into the search field.

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An advanced search function is also available. This is triggered when you enter three consecutive letters in relation to the word/ name that you are searching for. This will then display all Funds under your account (that are displaying the first three letters). This has a deep search functionality and can search for any data in relation to a Fund.

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As well, if you want to only search for Funds that you manage, you can tick the ‘My Funds’ box. Once ticked, a list of Trusts will appear that are tagged to you as an account manager.

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‘Pins’ are another way to sort and search Funds. 

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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