Guides · Month-end workflow
How to publish monthly fund performance to your website
The month-end publishing workflow: from signed-off factsheet to live web pages in minutes.
This guide is being written. The outline below is what it will cover.
- The typical month-end today: PDF out, website stale
- Upload → extract → review diff → approve → live
- What to check in review (and what validators catch for you)
- Keeping the as-at date honest everywhere
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.