LP Portal

Showing 12

1 VOTE

Push User Activity and DOcument Activity Data From Portal to Client Org

Ensure that K1 Consent Check box, Login Activity, and hopefully document Activity is visible within the CLient org for reporting.

about 4 years ago in LP Portal 0 Planned

1 VOTE

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.

over 4 years ago in LP Portal 0 Planned

1 VOTE

Add (For Further Credit) to Originator to Beneficiary Instructions - Wire Instructions

No description provided

over 4 years ago in LP Portal 0 Planned

1 VOTE

Stock Split Transactions Trigger Valuation Wizard or create Valuation

No description provided

almost 5 years ago in LP Portal 0 Planned

0 VOTE

Wire Instructions SEC - Create Read Only Role for LP Portal Users.

No description provided

over 5 years ago in LP Portal 0 Planned

0 VOTE

Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"

Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"

over 5 years ago in LP Portal 0 Planned

0 VOTE

Better allow disabing of LP Portal Orgs so that releationships are disabled

No description provided

over 5 years ago in LP Portal 0 Planned

0 VOTE

Allows Additional NDA Confirmations screen on top of SLA & K1 Agreements, or allow for different Agreements for different orgs.

No description provided

over 5 years ago in LP Portal 0 Planned

0 VOTE

Allow Portal User Invite Email to be re-sent from Client Org, if the user is already enabled.

No description provided

over 5 years ago in LP Portal 0 Planned

0 VOTE

Improve Doucument Activity Layout and UX

No description provided

over 5 years ago in LP Portal 0 Planned