Fund Setup

To activate Hyperion's Portfolio module, complete these steps via the Accounts module, which can be found by clicking the icon at the top right corner of Hyperion:

1. Add Fund Accounts

2. Assign Fund Accounts to Fund Groups

3. Invite Users Successfully (Optional)

4. Assign Users to Fund Groups (Optional)

Step 3 is optional if your Organization has only 1 Owner. Step 4 is optional if your Organization consists solely of Owners/Admins, as they automatically have access to view portfolio data for all Fund Accounts across all Fund Groups within your Organization.