Guides · Month-end workflow
The month-end web checklist for fund managers
A printable checklist: everything that should change on your website at month-end, in order.
This guide is being written. The outline below is what it will cover.
- Factsheet sign-off before anything touches the web
- Upload, review the diff, approve
- Spot-check the live pages and as-at dates
- Archive: keeping an audit trail of what was live when
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.