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Navigation Guide

Understanding the Asset360 interface and how to navigate between different sections is essential for efficient fund management.

Asset360 uses a hierarchical navigation structure organized by scope:

Organization Level​

When you're at the organization level, you can access:

  • Dashboard: Overview of all funds and organization metrics
  • Funds: List and manage all funds in your organization
  • Investors: Manage all investors across funds
  • Users: User management and permissions
  • Settings: Organization-wide settings and configurations
  • Market Data: Manage equity and bond market data

Fund Level​

When you select a specific fund, you can access:

  • Fund Overview: Fund-specific dashboard and metrics
  • Portfolio: Equity and bond holdings
  • Accounting: Chart of accounts, journal entries, NAV calculations
  • Operations: EOD processing, reconciliations, snapshots
  • Investors: Fund-specific investor management
  • Treasury: Bank accounts and fixed deposits
  • Reports: Performance and compliance reports
  • Tools: Import/export, audit logs, bulk operations

The sidebar on the left side of the screen provides quick access to all sections:

  • Collapsible Sections: Click section headers to expand or collapse
  • Active Indicators: The current page is highlighted
  • Breadcrumbs: Use breadcrumbs at the top to see your current location

Breadcrumbs appear at the top of each page showing your navigation path:

  • Organization → Fund → Section → Page
  • Click any breadcrumb item to navigate back to that level
  • Example: alpha → ALPHA-GROWTH → Accounting → Journal

Organization Switcher​

If you have access to multiple organizations:

  1. Click the organization name in the top navigation
  2. Select a different organization from the dropdown
  3. The interface will update to show that organization's data

Quick Actions​

Many pages include quick action buttons:

  • Create/Add: Green buttons to create new items
  • Refresh: Reload current data
  • Export: Download data as CSV or Excel
  • Filter/Search: Find specific items quickly

Keyboard Shortcuts​

  • /: Focus search (where available)
  • Esc: Close dialogs or cancel actions
  • Tab: Navigate between form fields

Mobile Navigation​

On mobile devices:

  • The sidebar collapses into a hamburger menu
  • Tap the menu icon to access navigation
  • Swipe gestures may be available for some interactions

Tips for Efficient Navigation​

  1. Use Breadcrumbs: Quickly jump back to parent sections
  2. Bookmark Common Pages: Use browser bookmarks for frequently accessed pages
  3. Use Search: Many tables and lists have search functionality
  4. Keyboard Navigation: Use Tab and Enter keys to navigate forms quickly