Settings and activity

46 results found

1. Fund Advisor Bulk Edits

   39 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Sep 23, 2024

2. Restructure Portal Left Hand Menu Options

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Aug 22, 2024

3. board portal

   203 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Aug 22, 2024

4. term investment - need 1099 interest report

   2 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Jun 21, 2024

5. Term Investment - default fund/accounts would be helpful

   1 vote

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Gloria Markus shared this idea  ·  Jun 18, 2024

6. Spendable distributions scheduling

   23 votes

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   2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 23, 2024