All Collections
Allocation Management

How to manage your allocations, and perform actions such as: refund, OTC, pool change and request info from your investors to have a single source of truth.


π How to move an allocation to a different pool
π How to log an OTC trade
π How to move an allocation to a new account wallet
βοΈ How to set variable allocations for individual investors
π€ What is an account wallet?
π Is it possible to remove an allocation from the allocation management?