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Investor Relations

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Ability to better segment Companies included in Financial Request Email Ticket 5200

No description provided
almost 5 years ago in Investor Relations 0

Allow for PDF that can only be read in the Portal Not downloaded or printable

No description provided
almost 5 years ago in Investor Relations 0 Planned

Allow for PDF Water Marks in Communication PDFs

No description provided
almost 5 years ago in Investor Relations 0 Planned

Mass Download Issue

external download link Is erroring with Maximum view state size limit 170K - Update Brandon Cimina Several of our users have experienced issues with the 'Download All' button on Fund Communication records. There appears to be some limitations on t...
almost 5 years ago in Investor Relations 0

Nive - Rounding Down Number of Shares whole number. - Need to talk to Braughm.

No description provided
almost 5 years ago in Investor Relations 0

Return of Capital functionality

???
almost 5 years ago in Investor Relations 0

Labeling ‘Stock Distribution’ ‘In-Kind Distribution’ ‘Cash Distribution -Ability to have separate line item for Cash vs In-Kind

Add Features to Distribution Object, for Stock Distribution, Create Stock Distribution Record Type for Distribution and Update Package to use Ribbits Stock Distribution Concept.
almost 5 years ago in Investor Relations 0 Planned

Distribution - Gain Field

Update to a formula field: Distribution Amount - Cost Basis
almost 5 years ago in Investor Relations 0

Primary Contact - Need to be able to denote who the Primary contact(s) is for each Investment Vehicle

No description provided
almost 5 years ago in Investor Relations 0

As an Investor Relations User, when Creating a new Contact, I expect to see a warning if another contact with an identical email address already exists. This only happens and seemingly random times.

No description provided
almost 5 years ago in Investor Relations 0