Release Date: June 9, 2023
Support Settings > Online HelpWe updated this page to reflect our current support hours.
Organize > Funds > Print SummaryWe added 2 new fields to this report template:Documents & Notes
Fee Schedules
View Reports > Portfolio Level > Committed Balances ReportFor customers utilizing the Investment Portfolio Module, the Committed Balances Report has a new column!
- Manager GLID
We updated this page to reflect our current support hours.
Documents & Notes
Fee Schedules
For customers utilizing the Investment Portfolio Module, the Committed Balances Report has a new column!
- Manager GLID