← IDEA LAB Settings and activity 1 result found Donor Portal 5 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Proposed Idea · 1 comment · CommunitySuite Idea Lab » Fund Advisors · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating An error occurred while saving the comment AdminSkye Weber (Admin, Foundant Technologies) commented · Jun 10, 2025 · Edit… · Delete… This is the WHY behind why we use the rolling 12 months...The use of a rolling 12-month period ensures that the fund advisor always sees meaningful data, avoiding empty charts and graphs at the start of a new year. Save Submitting...
This is the WHY behind why we use the rolling 12 months...The use of a rolling 12-month period ensures that the fund advisor always sees meaningful data, avoiding empty charts and graphs at the start of a new year.