The article above goes through how to work with the Daymi Dashboard - look at the interactive guide below to quickly see how you can configure your Dashboard and work with the different work items in the Dashboard.
Daymi supports templates that you can deploy when a specific event happens - such as a corporate action. The article above, and the video below, show you how to access all templates and deploy them.
Another supported work item in Daymi is ad-hoc tasks; this list shows you how to add, change, and mark an ad-hoc task as done.
Sometimes things don’t go as planned. Your PB forgets to send the positions, or your TPA sends the NAV pack way too late. Take 15 seconds and record it when it happens. See the video below on how to register an issue from the Dashboard and from the Issue Log.
Our latest addition - Approval Manager - lets you quickly do approvals and 4-eyes checks on things such as manually added securities to your OMS/PMS or approvals of marketing materials for different jurisdictions. Look at the video below or read the article above on how to use Approval Manager.