Select which Information to Show for Steward on Fund Advisor Portal
We would like to take advantage of the new User Designation and merge our User Profiles into our "Staff" Profiles but there is a catch in how the Fund Steward information shows on the Fund Advisor Portal.
Currently, our User Profiles are set as Organizations with very little information (name and email address). When an Employee is assigned as a Fund Steward, the name and email address are the ONLY pieces of information that display on our Fund Advisor Portal.
We want to convert the organization to an individual and merge those into existing "Staff" Profiles, but there is an unfortunate side-affect. Our Staff profiles have more information, including a photo, phone number and a mailing label with a prefix (Mr., Ms., etc.).
As a result, the information displayed on the portal for a Fund Steward, includes the photo, the prefix, the email address and the phone number which is not our preference.
Can you allow us the opportunity to decide what information is displayed on the Fund Advisor Portal for a Fund Steward?
At the moment, we must decide to remove information from our Fund Steward Staff Profiles so that they display correctly on the portal.
Michelle Schneider
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.