Anne Allieri
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9 votesAnne Allieri shared this idea ·
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7 votesAnne Allieri supported this idea ·
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7 votesAnne Allieri shared this idea ·
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8 votesAnne Allieri shared this idea ·
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9 votesAnne Allieri shared this idea ·
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66 votesAnne Allieri supported this idea ·
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10 votesAnne Allieri supported this idea ·
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3 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Anne Allieri shared this idea ·
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9 votesAnne Allieri supported this idea ·
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7 votesAnne Allieri shared this idea ·
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8 votesAnne Allieri supported this idea ·
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An error occurred while saving the comment Anne Allieri supported this idea · -
9 votesAnne Allieri supported this idea ·
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11 votesAnne Allieri shared this idea ·
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9 votesAnne Allieri supported this idea ·
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7 votesAnne Allieri shared this idea ·
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3 votesAnne Allieri supported this idea ·
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8 votesAnne Allieri shared this idea ·
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5 votesAnne Allieri supported this idea ·
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7 votesAnne Allieri shared this idea ·
Our fund Interested Parties (sometimes referred to as fund representatives) need view access to the portal but are not fund advisors. The only way to give them portal access is to give them 'Fund Advisor' designation. This is misleading. Please revise this designation name or add another for fund relationships, other than advisors, who need to be given portal access.