Pools Supertab

Pools Supertab

Use the Pools super tab to create and manage all of your Investment Pools. FACTS can manage an unlimited number of Investment Pools, and each one requires a Pool record.

NOTE: Pool records may also be present to qualify a General Ledger account (the Pool’s asset account) for inclusion in Asset Rebalancing, even if the account does not actually represent a Pool (a shared investment from which all participants get proportional allocations). Refer to Using Asset Rebalancing in the General Ledger module for more information.