Guide: How to use recommendation to subscribe a Strategy
Introduction
Reluna platform has a mechanism to recommend subscription to a strategy.
Portfolio manager can review the strategy/recommendation on Marketplace and submit an investment proposal to the Client or Manager.
General steps
The Manager opens a strategy in Marketplace.
On the strategy page the Manager clicks on the Recommendation button.
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On the opened form the Manager selected the Portfolio(s) where to propose to invest.
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The Manager choses to whom the proposal is send - the Client or the Portfolio manager.
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Once the proposal is generated, the user to whom the request was sent receives a notification and can view the offer.
The Manager can review the list of all his (her) proposals and their status on both the strategy page and the dashboard.