Investment management

Investment management guides

Manage investments from buying and selling to creating models.

How to create a model

How to edit/close an existing model

Bondsmith panel

How to place a one-off or regular buy

How to place a one-off or regular sell

How to instruct an investment switch and redirection

How to edit and cancel a regular buy and sell

How to view corporate actions

How to complete a bulk switch

Trading comparison helpsheet

In this helpsheet we summarise how the functionality of the new Nucleus Platform compares with James Hay Online.

Trading comparison helpsheet

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