22 results found

1. Bring back counts in Fund Statement generation

   See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!

   I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.

   This is what shows now but it gives me the number AFTER the fact.

   It would make my life so much more efficient to have this feature back in the generation phase.

   See attached below. This is what it used to look like when I would generate fund statements (back before a lot of updates), I WOULD LOVE THIS FEATURE TO COME BACK!!!!

   I generate the files but someone else reviews and it doesn’t provide a number now until the review is complete, which does not help me in making sure all have been accounted for prior to sending for review.

   This is what shows now but it gives me the number AFTER the fact.

   It would make my life so much more efficient to have this feature back in the generation… more

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   14 votes

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   2 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more than one fund, pulling fund by fund just isn't efficient.

   Bring back the ability to pull all fund statements for funds under a specific fund advisor. Previous to the revamp of the fund statement workflow, there was an ability to select the Fund Statement ID for the specific month or quarter and to select "Print Individual." We could then generate a PDF file of all fund statements for that time period associated with a particular fund advisor. There is no way to do this in the new workflow, but we constantly have fund advisors calling and requesting all the fund statements for their funds. For those fund advisors managing more… more

   27 votes

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   2 comments  ·  Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded