ks32ClientReports_RegularContributionSchedulesOnTranches
2016-08-26 13:52:40 0 举报ks32ClientReports_RegularContributionSchedulesOnTranches是一个用于报告定期供款计划的模块。它提供了一种方法，可以跟踪和分析客户的定期供款行为，以及这些供款在不同时间段内的分布情况。这个模块可以帮助金融机构更好地理解客户的投资习惯，从而提供更个性化的服务。此外，它还可以帮助机构评估其产品或服务的效果，以便进行必要的调整。总的来说，ks32ClientReports_RegularContributionSchedulesOnTranches是一个强大的工具，可以帮助金融机构更好地管理和优化其客户关系。
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Select 'Investment switch' option from a active managed portfolio
Search and select some managed portfolios where accounts have no HIN
Login to Portal as IM
Click 'Next' and navigate to 'Managed portfolio selection' page
Check the result
Login to Registry as SMA Admin and approve the switch instructions then wait Bulk Asset Switch batch job to be completed
Search and select some managed portfolios where switch amount of accounts is less than trade minimum
Click OK
Search and select some managed portfolios where accounts have full redemption in progress
Select investments to switch from and to
Submit then navigate to 'Activities' page and check the activities
Login
Fill in AccountID
Select Menu Query Tool
Search and select some managed portfolios where accounts have zero investment value of the source unit
Search and select some managed portfolios without accounts
Select Client Reports Regular Contribution Schedules On Tranches
Search and select an investment to switch from
Enter search details then check search results of managed portfolios
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