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1. Mobile application for Fund Advisor Portal

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sue Patton commented  ·  Jan 29, 2026  ·  Edit…  ·  Delete…

   We have so many fund holders that use their phone to access the portal. Having a mobile app that is more user friendly would be a great addition!

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   Sue Patton supported this idea  ·  Jan 29, 2026