Customized Search on Home Page
Having so many funds and individuals associated with us, it is difficult to see the fund or individual of options that come up on the search bar. If possible, it would be great to search exclusively within a category (individual or fund name (you could filter even down by type there)). For example, I'd like to search the Smith Family Fund. I will choose "Fund Name" then type in Smith, and only funds with the name "Smith" in their Fund will come up.
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Micaela Weil
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