You can now easily upload AUM & Track Record data from an Excel spreadsheet with the “Upload AUM Data” button. You will find this feature at the question level, at the entity level as well as from the Excel Sync tab.
Excel Sync
- Go to "Content" > "Manage AUM/TR".
- Start by downloading the input file by clicking on "Upload AUM & Track Record data".
The downloaded input file includes instructions that will help you fill in the data. Fill the corresponding sheets in the file and save it.
Pro tip: Make sure to select the period (monthly/quarterly/both) before you download the sample file. - If you would like to upload more than 1 table at once, each column (in the Monthly or Quarterly sheet) represents one table and you can insert as many columns as you would like to upload new tables.
- Once you're done updating the input file, click on "Upload AUM & Track Record data" to upload your file.
- You will get results after you have uploaded the file onto the platform via an email notification.
Update Exiting AUM/TR
To update the existing AUM/TR data, select the corresponding entities and click on download. You can add new data to the downloaded file and upload the file again to update.
Add AUM/TR at the resource level or question level:
You also have the ability to upload the AUM and track record data at the resource (product/firm) level as well as directly uploading it while answering the questionnaire/project.
From "Manage" > "Firm/Product/Strategy", open the corresponding entity and switch to AUM/Track Record tab, download the sample file, update it and upload the data.
Question Level
To upload the AUM /TR data at a question level, follow the same step, download sample file, update the data and upload it.
Note: This will only work if AUM/TR response types are a part of the questionnaire.