Settings and activity
20 results found
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10 votes
Tracy Larimer
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33 votes
An error occurred while saving the comment Tracy Larimer
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40 votesTracy Larimer
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11 votesTracy Larimer
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28 votesTracy Larimer
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8 votesTracy Larimer
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41 votesTracy Larimer
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24 votesTracy Larimer
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20 votesTracy Larimer
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15 votesTracy Larimer
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8 votesTracy Larimer
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26 votesTracy Larimer
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3 votesTracy Larimer
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4 votes
An error occurred while saving the comment Tracy Larimer
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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
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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
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32 votesTracy Larimer
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5 votesTracy Larimer
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87 votesTracy Larimer
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93 votesTracy Larimer
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135 votesTracy Larimer
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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.