Style Individual Funds on the Portal
In the legacy portal there is an option to adding branding at the fund level so fund advisors see branding that coincides with the Foundation, Affiliate, and/or Supporting Organization the fund is within. This is not possible on Styles with the new Portal.
We will need this functionality to implement the Portal by April 2025 to ensure all our funds have consistent branding and appropriate entities are recognized.
6
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Cindy Hoffman
shared this idea
In Styles, there is an option for Public Fund Style. That brings up a list of funds for a specific style to be applied to a fund. Please reach out to support if you have further questions that are not answered in this help article. https://support.foundant.com/hc/en-us/articles/20005531734295-Styles