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Status Planned
Workspace Investor Relations
Created by Guest
Created on Oct 15, 2019

Allow Merging Capital Account Parent details in to a Capital Account(Financial) Fund Communicaiton Template

Allows Capital Statements to be built with Capital Account Parent Fields This will allow users to create Capital Account Statements that have details on the Capital Account on a Fund Level no just the Investment Vehicle level. This way we can send Statements to GP's who may not have access to FundPanel.

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