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Data Organization & Analysis
Data management
How to manage your entity information: Details View
How to add Tax Information
How to manage Compliance information
How to manage Valuations
How to manage multiple Share Classes
How to manage Roles & Mandates
How to manage Legal Powers
How to manage Liabilities
How to manage Insurance
How to add the Entity Legal Form
How to use the Audit Log
Understanding Full, Legal, Economic, and Effective Ownership
How to delete an entity
Cash Flow
How to manage cash flows
Projects
How to create and manage projects