Sort and segment funds on the fund advisor portal
We have fund advisor portal users who have many, many funds viewable on the fund advisor portal. Currently, these funds auto-sort alphabetically by name, with no way to otherwise sort or segment them. Adding the ability to manually sort and/or segment an advisor's funds would be extremely useful; for example, it would be nice to segment funds by fund group or by profile fund link to illustrate to beneficiary organizations the difference between funds they founded and funds they benefit from. Another possible fix would be to add a label to each fund in the portal on the Choose Fund page stating the advisor's profile fund link to each fund, though the sorting and segmenting fix would provide more flexibility.
Madison Leighty
shared this idea
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