Asset Creation
Overview
For most asset types, the process of creating a new asset is guided by an AssetView App. In some cases, there may be multiple choices of Apps for creating the same asset. You may choose the App that best matches your goals and the characteristics of the asset you want to create.
Example
There are two Apps that create Private Fund. The Basic Private Fund App divides calls into Contributions and Distributions. The Advanced Private Fund App supports detailed allocation of the Contributions and Distributions to track cost basis and gains.
Asset Creation Apps
The App that you choose to create an asset defines its structural data.
Example
When you choose a bond App, AssetView will create an asset with a coupon or fixed income payment.
The structure and the detail it contains are what enable AssetView to present detailed information in the Structured View across assets that share the same structure.
Note: While a Generic Asset Creation App or Other Asset Creation App may be presented as options, the benefit of picking a more specific asset creation App is a tailored creation process and more comprehensive structured information and views.
Example
If you choose a bond creation App to create an asset, the data for the asset will include a maturity date and coupon rate. If you choose a CD creation App to create a second asset, the data for that asset will also include a maturity date and coupon rate. The underlying commonality of structure identified automatically by the two asset creation Apps enable AssetView to show bonds and CDs together in a structured view including the maturity dates and the coupon rates for both assets.