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MySF Administrator
Group: Administrators
Last Login: 29/01/2012 4:16:49 PM
Posts: 208,
Visits: 958
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So now you have the software - What do you do ?
The first thing is to make sure that the MySF Manager software is loaded correctly and you can use the MySF Sample Fund. Get some experience with the software and adding transactions. Run some of the reports in the MySF Sample Fund and then add some Cash Receipts or Payments. Go to the Analysis Reporting and see how the Yield analysis changes with the new entries you have made.
There is no need to load the Advisor Link software - this is a read only version of MySF Manager - send the CD to your advisor so that you can share information. There is no problem with sharing the Advisor Link software. There is no activation required and it can be loaded as many times as is necessary.
Most important please read Chapter 1 of the User Manual (or the on-line help by hitting F1). The order in which you add things to your own Fund is important. Please follow the order outlined in the manual.
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