ASSET MANAGEMENT PERFORMANCE USERS GUIDE

Setting up the System

As the module covers such a wide scope it has been decided to split it into functional and user parts.
The first section is the users guide and this section is aimed at the end user who needs to know how
to use the applications, within the users guide we have further subdivided the guide into functional
chapters. These will explain how the various applications work, and wherever possible concrete
examples will be given. The second section will follow a similar structure but will be the technical
guide and will explain in detail how the applications work, provide details on underlying tables and
what is required to set them up. There may be some overlap in some areas in which case a reference
will be made to the appropriate section.

This module can be used by a variety of users in the bank such as, Relationship Managers,
Discretionary Portfolio Managers, Advisory Managers and External advisors.