Settings and activity

22 results found

1. Abandoned Cart Email: Option to select who to send email to

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Jan 28, 2025

2. Fund Advisor Portal: ability to show asset balances

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Oct 24, 2024