Parent Fund Balance on Home Screen
It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.
Vanessa Malloy
shared this idea
Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Bridget Downey
commented
There should be the option to see the total fund balance with or without the sub-funds. This could be an overall portal setting as to include sub-fund balances in the fund balance.
I prefer it to be just the fund balance and not include the sub-funds, but I think this setting should affect all the tabs on the fund portal not just the home screen. -
Natalie Kelinske
commented
It would be helpful if fundholders could view the total balance for their parent funds in the portal.