Settings and activity

22 results found

1. History of Fund Advisors for a Fund

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Sally Hermann supported this idea  ·  May 11, 2022

2. Option for household changes to populate individual profiles linked to household

   31 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sally Hermann supported this idea  ·  May 11, 2022