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- View a summary list of available disclosures.
- Assign disclosures to a single entity or multiple entities.
- Create new disclosures for reporting and GIPS compliance.
- Generate disclosure content with templates that provide text as well as dynamically retrieved data.
- Edit, duplicate, and delete existing disclosures.
- Store historical changes to disclosures over time in order to support as of reporting.
To access Disclosures:
- From the Performance Center window, click the Performance Desk and click Disclosures in the left navigation.
You see the Disclosure Summary workspace displaying a list of available disclosures. - To close the Disclosure Summary workspace, click the x on the Disclosure tab.