Getting Started with Asset360

Welcome to Asset360, a comprehensive fund management platform designed to help you manage investment funds, portfolios, investors, and accounting operations efficiently.

What is Asset360?

Asset360 is a cloud-based fund management platform that provides:

• Fund Management: Create and manage multiple investment funds
• Portfolio Tracking: Monitor equity and bond portfolios in real-time
• Investor Management: Handle investor subscriptions, redemptions, and communications
• Accounting & NAV: Automated accounting, journal entries, and NAV calculations
• Operations: End-of-day processing, reconciliations, and market data management
• Treasury: Manage bank accounts and fixed deposits
• Reporting: Generate performance and compliance reports

Quick Start

1. Login: Access the platform using your Google account
2. Select Organization: Choose your organization from the switcher
3. Navigate: Use the sidebar to access different sections
4. Create Fund: Set up your first fund using the fund creation wizard

Next Steps

• Learn how to log in
• Understand navigation
• Explore the organization overview