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3 results found

  1. Warning message if revenue share will push a fund underwater.

    If there is a market loss, there is potential that a fund could be pushed under water without any kind of warning. Would like the system to pop up a warning if posting revenue share will push the fund under water.

    12 votes

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    0 comments  ·  Revenue Share  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Fee accrual

    I appreciate the ability to do interest and dividend accruals and reversals at the end of a period. However, we still need the ability to do this with investment and custody fees that accrue at the end of a period. Please add this function. As it is now, I need to tie up one of the Support Team members for at least an hour or more to make sure a workaround is accurate.

    2 votes

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    0 comments  ·  Revenue Share  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Statement Voucher

    It would be great to have the ability to also add balance sheet accounts to the statement vouchers to automate the impact investing activities.

    4 votes

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    1 comment  ·  Revenue Share  ·  Flag idea as inappropriate…  ·  Admin →
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