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How Do I Create a New Investment Pool?
If you need to create a new investment pool after your initial setup in Balance, you can do so within the Balance platform. Please note that there are situations where it is recommended that you…
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How Do I Add a New Investment Manager to a Pool?
This article is intended for customers with the Investment Portfolio module only. Navigate to Investment Pool on the left side panel in your database, select the Managers tab,…
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Where all the Investment pool and manager info lives!