fund advisor portal grant notification-advisor specific
Please make Grant Notify specific to the advisor who made the recommendation. There are many funds with multiple advisors and only the person who recommended the grant should receive notification that it has arrived or is being paid. Telling all the relatives every time one makes a grant is intrusive.
Amy Murphy
shared this idea
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Gary Garcia
commented
This is so important for relationships with family offices!
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Michelle Schneider
commented
A family office would like a notification be sent to the primary advisor on the fund when a grant request is submitted. They do not need the primary advisor to approve the grant. The email would simply be a notification that it was done.
Is there a way to send the advisor request confirmation email to both the fund advisor who submitted the grant request AND the primary advisor if different?
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Alex
commented
If there could also be a way to select the notification for specific fund group that would be great. We have "Fund Advisor" that don't have advising rights, just access to fund statements and information so sending notifications to them about each grant would be inappropriate.
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Anonymous
commented
I agree with the optional setting. Ex. A professional advisor with online access and has their own account does not need grant notification for client accounts but needs it for their own account.
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Erica Faltesek
commented
I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.