Display investment activity and fees by fund on fund advisor portal
It looks like my idea was implemented back in 2022, but I don't see it available on the new version of the fund advisor portal. Our fundholders are used to seeing monthly investment activity published to their accounts, as well as fees charged on a quarterly basis. The Financials section allows for statements, but allowing users to generate statements is risky and not always accurate. Is there any way to publish investment activity and fees to the fund summary screen?
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Monica Merante
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