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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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    Elizabeth Gagne supported 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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    Elizabeth Gagne supported 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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    Elizabeth Gagne commented  · 

    This should be an option for the foundation as they are ultimately liable and without this being pulled in there is more room for error by manually entering the amount.

    Elizabeth Gagne supported this idea  ·