Fund Advisor Self-Management via the Portal
Setting up and managing fund advisors currently falls entirely on the admin side, which becomes a significant burden for foundations with many affiliates and funds. Allowing the primary advisor on an affiliate or fund to manage additional advisors directly in the portal (adding advisors, setting access levels, removing advisors) would distribute that responsibility appropriately and reduce admin overhead. Essentially, bringing the advisor management capabilities that exist on the admin side into the portal for primary advisors to use.
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Mark Bejcek
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