ADD A NEW IDEA

All ideas

Showing 186 of 186

Valuation Sync to Xero

No description provided
over 4 years ago in Portfolio 0 Planned

Stock Split Transactions Trigger Valuation Wizard or create Valuation

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

Vaidation Rules for Transactions

No description provided
over 4 years ago in Portfolio 0 Planned

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept

Allow 3 different Capital Call Emails Call, Past Due Call, Call Paid Reciept
over 4 years ago in Investor Relations 0 Planned

Don't Allow Deleting Contact role if it is set as the Wire Instructions Submitted by

Don't Allow Deleting Contact role if it is set as the Wire Instructions Submitted by
over 4 years ago in Investor Relations 0

Maintenance Mode disables Org's Portal and shows message

Allow Client's to disable their portal temporarily while they update it. It will show a message when the user logs in and clicks on the Org stating that it is being updated and will be available on xyz date. So add 2 fields to the Org Checkbox and...
over 4 years ago in LP Portal 0

Add Domicile & Beneficiary Name for Return to investment Vehicles

Need This for the Tax Fields we are pushing out.Domicile is a drop down with Foreign or DomesticBeneficiary Name for Return is Text field
over 4 years ago in Investor Relations 0

Make Round Picklist a Global Picklist for easier customization of values

Make Round Picklist a Global Picklist for easier customization of values
over 4 years ago in Portfolio 0 Planned

BUG: Capital Call PDF Fund Name is cut-off due to Line Height

No description provided
over 4 years ago in Investor Relations 0

Sample report we can easily do once IRR is working

sample report we can easily do once IRR is working Standard report we can build into the app itself so will be available to all clients right away.
over 4 years ago in Investor Relations 0