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1 result found

  1. Add Fund Steward as a field for Fund Statement Templates

    We would like to use the Fund Steward field on our Fund Statements as a specific contact for each fund holder. Our 900+ funds have been divided among 3 team members that will handle communication with the fund holders. We want to print on the statement something like - Contact Your Team Member with Questions - then list the Fund Steward name. Support told us that Fund Steward is not currently an available field to use on Fund Statements.

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    Under Consideration  ·  0 comments  ·  Fund Statements  ·  Admin →
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