Platform Basics

Understanding the users tab
On the Publisher platform, we have a dedicated Users tab which can be leveraged to know the details of your clients. Video Walkthrough The below video ...
Wed, 27 Jul, 2022 at 8:14 AM
What are the different subscription plans?
This article gives an overview of the types of subscription plans and explains the various terminologies involved. It also outlines how to add a subscriptio...
Wed, 1 Feb, 2023 at 4:53 PM
smallcase subscription stages
This article explains the various subscription stages of a user and functionalities given to the user at each state. TABLE OF CONTENTS Requested Ac...
Wed, 27 Jul, 2022 at 8:14 AM
Manager Listing & Best Practices
TABLE OF CONTENTS Overview Best Practices smallcase Manager Profile smallcases & Managers Discovery on smallcase.com & app All smallcase...
Wed, 27 Jul, 2022 at 4:06 PM
Corp Actions Handling for a smallcase
This article explains the various corporate actions handling in the smallcase ecosystem. Corporate Action Adjustment Logic Corp actions Model portf...
Wed, 27 Jul, 2022 at 8:43 AM