Manage inventory dissemination
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      3. Manage inventory dissemination

      Upload & share my inventories

      Disseminate your fund inventories to your clients in 3 simple steps

      1. Upload your portfolio using this TPT template (browse, drag & drop or enter manually)
      2. Check the status. If your file status is "rejected": download the error log, correct the file and upload once more
      Check the quality
      • Regulatory: Minimum necessary for Solvency 2 reporting
      • Basic: Minimum necessary for ESG reporting. Download the error log and correct your file if it's intended for Solvency 2 reporting

      Related topics: Understand the error log report  Understand the controls Manaos executes on your files Answering access requests Upload my inventories automatically (API, SFTP or email)