Settings and activity

4 results found

1. 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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   Tori Hart supported this idea  ·  Oct 24, 2024

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

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   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Oct 22, 2024

3. Bring back sold_amount option for tax receipts.

   6 votes

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   3 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Oct 22, 2024

4. IRA Gift Tax Receipt Letters - Salutation & Envelopes

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Oct 3, 2024