Overview Layout
Below is a marked-up image of the Overview Tab to isolate each area and provide Update Capital users with an understanding of all of the information available on the portal.
- Main Menu - includes access to the following tabs:
- Cashflow/Distribution
- Documents
- Investments
- Contact (GP)
- User Profile menu.
- Linked accounts, if any
- Available Filters, *these may vary based on how your portal is configured
- Summary Tiles
- Distributions and Contributions graph
- Click the Fund name hyperlink to view the Fund Details
- Composition by Commitment chart