ADD A NEW IDEA

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Showing 186 of 186

Add Start & Close date field to commitment object

This is tracked in our reporting workbooks currently, but would be especially helpful when onboarding.
about 4 years ago in Investor Relations 0 Planned

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

No description provided
about 4 years ago in LP Portal 0 Planned

Add Linkage to Company summary to Stock Distribution, maybe allow multiple traunches for Cash distributions?

No description provided
about 4 years ago in Investor Relations 1 Planned

On Client Org when Entering a new LP Contact, maybe have a real-time lookup of other LPs with similar name or email in the Portal and show a list to prevent duplicates or same person with 3 emails/users

No description provided
about 4 years ago in LP Portal 1

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years
over 4 years ago in Investor Relations 0 Planned

User Specific File Uploads, aka let a user upload files associated with them

This is great for Deal Flow when obtaining information about the LP or Investment Company
over 4 years ago in Investor Relations 0

Add Transfer Object

Need an object for Transfers so we can better show it instead of it being a hack.
over 4 years ago in Investor Relations 0 Planned

Add Carried Interest to Capital Account

Normally Realized and Unrealized have Carried interest factored into them.Some people need a seperate field we are using Contigent loss as a work around
over 4 years ago in Investor Relations 0

Select or Remove Investment Vehicles for Fund Communications

Select Investment Vehicles or Remove for Fund Communications
over 4 years ago in Investor Relations 0 Planned

Disposal Sync to Xero Receivable Transaction in Xero instead of Cash Transaction

Create Receivable Transaction in Xero instead of Cash Transaction
over 4 years ago in Portfolio 0 Planned