Playbooks and how-tos.
Tactical guides for asset managers, COOs, and operations teams — from PMS deployments to multi-asset fund setup and configuring HedgeGuard for your strategy.
Setting Up Custom Dashboards in HedgeGuard
Step-by-step guide for asset managers planning PMS implementations, covering data preparation, stakeholder alignment, and go-live checklists.
Multi-Asset Fund Setup: TradFi + Crypto
Launching a fund across traditional and digital assets means solving two operating models at once. Here’s the tactical walkthrough — structure, custody, NAV, reporting, workflows.
FeaturedHow to deploy a PMS in 60 days.
Step-by-step guide for asset managers planning PMS implementations, covering data preparation, stakeholder alignment, and go-live checklists.
Looking for the full product documentation?
The guides on this page are an overview. The complete BookStack documentation — including API references, integration walk-throughs, and version history — is available to existing clients via the client portal.
Explore the resource library.
Have a guide-worthy question?
Talk to our team about your fund setup, migration plan, or operational workflow. We’ll walk through the same playbook live.