Full Fund Name Should Be Visible on Fund Portal
On the new Fund Portal the fund name is cut off after very few characters. (picture attached) Our Fund Advisors and others with fund access should be able to see the full name of their fund. Many of our fund names include both spouses' names and they should both be visible on the Fund Portal.
15
votes
Julie
shared this idea
8/7/2024: Please see the Support articles about the updates to the Portal, including fund advisor fund management: https://support.foundant.com/hc/en-us/articles/21412855474199-Portal