Fund Portal Users to Search Balance by Date
It would be convenient to both the staff and the fund portal user/advisor if the advisor had the ability to search for previous month/year fund balances. If the Fund Advisor is needing last month's balance, they either have to obtain monthly fund statements which is manually produced by the staff or the staff retrieves that information for them. If by the "Current Balance" there was a date search, that would save a lot of time for all involved.
Emily Hannon
shared this idea
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