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      FoundationHub How-to Guide
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        Contents

        FoundationHub How-to Guide

        2 Articles in this category
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        Table of Contents

        FoundationHub “How-To” Document  Issue Date: 2025 Contents Getting Started Navigating the System Menu Options Support Section Exporting Ensuring Information Flows throughout FoundationHub New I...
        Updated on : 11 Jul 2025

        Glossary

        Glossary Hover over a term to view the meaning. A B C D E F G H I J K L M N O P Q R S T ...
        Updated on : 21 Nov 2024

        Getting Started

        1 Article in this category

        Navigating the System

        6 Articles in this category

        Administration

        1 Article in this category

        Securities & Liquidity Vehicles

        4 Articles in this category

        Bank Accounts

        5 Articles in this category

        Setting Up a New Fund / Editing a Fund

        7 Articles in this category

        Adding New Contacts

        Contact Profile Functionalities

        4 Articles in this category

        Creating a Fund Holder (Legal Entity Organization)

        1 Article in this category

        Transaction Processing

        11 Articles in this category

        Statements

        12 Articles in this category

        Security Pricing

        1 Article in this category

        Fees

        1 Article in this category

        Allocations

        1 Article in this category

        Transaction (GL) Codes

        1 Article in this category

        Spending Policy

        3 Articles in this category

        Analytics

        8 Articles in this category

        Reports

        13 Articles in this category

        Datacube

        3 Articles in this category

        Budgets

        2 Articles in this category