Ability to request a change to investment portfolio on Donor Portal
Would really like the ability for a fund-holder to be able to submit a request to change their investment strategy/where their money is invested from within the donor portal.
2
votes
Hollie Short
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.