TrueFi Docs
Search…
⌃K

PM Onboarding

Portfolio Managers ("PMs") can launch and run their own funds on TrueFi Capital Markets.
To get started, PMs can visit https://truefi.io/institutions to learn more and apply.

How do I onboard as a Portfolio Manager?

To deploy a portfolio, managers must be approved by TrueFi governance via the following steps:
  1. 1.
    Manager posts forum request (see previous examples here)
  2. 2.
    After approval through TrueFi governance voting on Snapshot, manager address is added to ManagedPortfolioFactory allowlist.
Please see More info on Portfolio Managers for past examples of this onboarding process.