If you followed the instructions in Creating the first member, you should now be viewing the Mclowd™ SUMMARY screen.
Each time you log in, Mclowd™ greets you with this Welcome to Mclowd™ screen showing a graphic overview of your total Portfolio Value, Key Financial data, and Asset Allocation information.
You can access this screen at any time by clicking the SUMMARY tab on the main TAB menu.
If you log out before setting up your Fund, the first screen you will see on log in will be the FUND SETUP menu. We will move on to Fund Setup after covering some of the basics of using Mclowd™.
At this point, the Summary screen shows no data.
When you have begun to populate Mclowd™ with information about your Fund's assets, member account balances, etc., you will see summary information here. As you enter transactions, the Summary screen will continually update to give you an overview of your Fund's assets, investment distribution, contributions, pension payments, and sources of funds. Investment Distribution will be displayed both in table and in graph form.
