new fund advisor
We work with organizations with high administrator turn over. When replacing a new administrator, they need to be set up as a Fund Advisor and then we have to manually add each individual fund. This is cumbersome.
Under "add funds" function, can you add a "Fund Advisor Like...." option that would allow multiple funds to be added at once. For example, Mr. Smith leaves an organization, can Mr. Brown be set up as a Fund advisor, click Add Fund, and Set up funds "like": [enter Profile name] Mr. Smith in this case.
3
votes
Melanie Sheehan
shared this idea
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Melanie Sheehan
commented
Some of our fund advisors have 28 funds to add, so it's not just a matter of adding 1 or 2 funds.