Import Profile Fund Relationships in Bulk
I'd like an enhancements to the Import Relationships tool. That functionality allows us to import profile link relationships, profile to profile relationships to CSuite in bulk. I am looking import profile-fund links where I can link the profile to the fund and the fund category in bulk via CSV import. This would allow me to in bulk add relationships that we are trying to keep track of that we didn't track prior to our import to CSuite.
2
votes
Eyerusalem Gehringer
shared this idea
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Jacquie Klotzbach
commented
This would create significant efficiencies - profile fund relationships are our checkpoint against which we verify we have our fund advisors and portal privileges accurately entered. It is very time consuming have to set these up one by one!!