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23 results found

  1. Allow edits to password reset email for fund advisor portal

    Allow password reset email to be customized within the content section similar to the other email notifications.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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  2. one check for all of fund advisor columns

    one check for all of the fund advisor columns

    2 votes

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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  3. fund advisor settings - can we make them editable individually instead of universally?

    We would like to give a few more system setting options to some of our fund advisors but these settings can only be done universally - any way we could edit the universal setting on the advisor itself just for that advisor?

    1 vote

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    Proposed Idea  ·  0 comments  ·  Fund Advisors  ·  Admin →
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