How to manage fund entitlements using segmentation lists

 

FundPress allows you to control the fund or share class data that can be shown to different investor groups on your website. You can set up customized rules for what funds should be available for each investor type, for example you could set an entitled group for just UK institutional investors. These rules are referred to as segmentation lists. You can set these up in the ‘Segmentation’ tab of FundPress, on the left-hand toolbar within Data Hub. Watch the video to learn more.

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