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CommunitySuite Idea Lab

CommunitySuite Idea Lab

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Fund Advisor portal - Not view all fund advisors

When a fund advisor logs into the fund advisor portal, is it possible to not list the other fund advisors for the fund?

On endowed funds, beneficiaries receive statements/have access, and I would rather not have one beneficiary know who all the other beneficiaries are.

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0 comments · Fund Advisors · Delete… · Admin →

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Planned · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

The list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.

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