Create New Fund Online and Edit Existing Fund Online
As a foundation, I would like for community members visiting my website to be able to select "Start a Fund" from my website and enter details/intentions about that fund.
Additionally, when fund advisors are logged in to their existing fund through the portal, I would like them to be able to request changes to the fund: Ex.: investment strategy.
4
votes
Rosie Sprangers
shared this idea
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Tracy Larimer
commented
It would be beneficial to have the ability to capture ACH information securely as part of the fund set-up.
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Tracy Larimer
commented
In addition, it would be important to have a queue or holding pen for new funds and changes so staff can do due diligence before the fund is created. This would keep fake funds from being created.