report to manage sub group of funds or other types
Goal - to be able to create a custom report by a select group of funds- if one is monitoring 10 funds as an example. this is not doable today. as an example- i am managing 10 funds and want to be able to monitor them as a subset - thus i want a simple fund report with name and available fund balance. deally there would be a way for me to select the funds from a list or drop down once i was selecting on the fund name.... do you know what i mean? i assume folks would want this for other key name fields also ie profile or household name...
Stratton Lloyd
shared this idea
You can do this with filters on the reports. There is also a new Financial Advisor field that released 11/1/2023, I think this would help you with the fund balances with the funds you manage or using Fund Steward. Please feel free to reach out to suuport@foundant.com or success@foundant.com for additional training.