API for Financial Reporting
It would be valuable for our fund holders/their advisors to be able to pull their fund data into their external financial system/software. I know we have a financial advisor in our sphere who would be much more eager to refer clients to us if he were able to include our fund data on his financial reports for those clients. I think this could be accomplished using an API that could be created via the financial reports (Custom reporting doesn't quite fill the need as it only pulls current balance and has no option to include prior month/quarter/etc.).
Jamee
shared this idea
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