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  1. 48 votes

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    Elizabeth Messerli shared this idea  · 
  2. 23 votes

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    Elizabeth Messerli shared this idea  · 
  3. 30 votes

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    Elizabeth Messerli supported this idea  · 
  4. 19 votes

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    Elizabeth Messerli supported this idea  · 
  5. 6 votes

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    Elizabeth Messerli supported this idea  · 
  6. 14 votes

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    Elizabeth Messerli supported this idea  · 
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    Elizabeth Messerli commented  · 

    YES!!! This is critically important to us!!!! Here's what we mean.

  7. 79 votes

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    Elizabeth Messerli commented  · 

    In the fund portal, we'd like to be able to enable the Manual Fund Statements, however, as of now it lets you run a statement to include a time period where the books are still open. We currently only run monthly fund statements. We want fund advisors to have the option to select any time period they'd like to include in a fund statement...but need it to only have the option to go through a closed month. If the month is still open and the investment returns/losses or admin fees have not yet been allocated to the fund, then the fund statement isn't correct.

    Elizabeth Messerli supported this idea  · 
  8. 2 votes

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    Elizabeth Messerli shared this idea  · 
  9. 33 votes

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    Elizabeth Messerli commented  · 

    This would be so helpful. It currently feels hard to find!

    Elizabeth Messerli supported this idea  · 
  10. 11 votes

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    Elizabeth Messerli shared this idea  · 
  11. 10 votes

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    Elizabeth Messerli supported this idea  · 
  12. 8 votes

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    Elizabeth Messerli commented  · 

    In this same vane, please indicate required fields (*) on the Grant Catalog request form.

    Elizabeth Messerli supported this idea  · 
  13. 11 votes

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    Elizabeth Messerli shared this idea  · 
  14. 13 votes

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    Elizabeth Messerli shared this idea  · 
  15. 82 votes

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    Elizabeth Messerli shared this idea  · 
  16. 3 votes

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    Elizabeth Messerli supported this idea  · 
  17. 9 votes

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    Elizabeth Messerli supported this idea  · 
  18. 2 votes

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    Elizabeth Messerli supported this idea  · 
  19. 3 votes

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    Elizabeth Messerli supported this idea  · 
  20. 4 votes

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    Elizabeth Messerli supported this idea  · 
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