Add the ability to import custodial statements
We would like to be able to download account values directly into the Community Suite at least once each month to improve efficiency and keying errors. The best would be the ability to download daily market close information for each investment position held that post a price at market close and quarterly for investments which value once per quarter.
4
votes
Ron Felmus
shared this idea
-
Julie Dowell
commented
Is there a way to update the investment performance for fund advisors that integrates into CSuite? Something more real time would be nice