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Settings and activity

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  1. Display investment activity and fees by fund on fund advisor portal

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monica Merante supported this idea  · 
    Monica Merante shared this idea  · 

  2. Fund Advisor Portal: ability to show asset balances

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monica Merante shared this idea  · 

  3. Bring back sold_amount option for tax receipts.

    7 votes

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    3 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Monica Merante commented  · 

    This would be great. It would allow us to easily share the gift value and the proceeds value using merge fields instead of having to hard-key figures into the letter.