Settings and activity
19 results found
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33 votes
An error occurred while saving the comment Tracy Larimer supported this idea ·
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40 votes
Tracy Larimer supported this idea ·
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11 votes
Tracy Larimer supported this idea ·
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28 votes
Tracy Larimer supported this idea ·
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7 votes
Tracy Larimer supported this idea ·
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41 votes
Tracy Larimer supported this idea ·
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24 votes
Tracy Larimer supported this idea ·
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20 votes
Tracy Larimer shared this idea ·
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15 votes
Tracy Larimer supported this idea ·
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8 votes
Tracy Larimer shared this idea ·
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26 votes
Tracy Larimer shared this idea ·
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3 votes
Tracy Larimer shared this idea ·
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4 votes
An error occurred while saving the comment Tracy Larimer commented
It would be beneficial to have the ability to capture ACH information securely as part of the fund set-up.
An error occurred while saving the comment Tracy Larimer commented
In addition, it would be important to have a queue or holding pen for new funds and changes so staff can do due diligence before the fund is created. This would keep fake funds from being created.
Tracy Larimer supported this idea ·
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12 votes
A rich text editor was released on 9/12/2024. Here is the release note:
Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.
Tracy Larimer supported this idea ·
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32 votes
Tracy Larimer supported this idea ·
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5 votes
Tracy Larimer supported this idea ·
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86 votes
Tracy Larimer supported this idea ·
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93 votes
Tracy Larimer supported this idea ·
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133 votes
Tracy Larimer supported this idea ·
Also with ability to track the organization the external advisor was working for at the time of the referral.
Use Case: Amy Advisor referred eight clients that opened funds when she was with Morgan Stanley; referred 3 when she moved to Fidelity; has not referred a client since she jumped to Schwaab.
This would allow me to create a report of the active humans who refer their clients to us, as well as a list of the organizations that refer clients to us.