3 results found
Provide an addition to FIT to link to investment accounts (Pershing, Schwab, etc) to download investment data in to FIT allowing automation in processing. The automation could be daily or monthly depending on the entity and how often they wished for their fund balances to be updated.1 vote
Users want to attach an Income Report (PDF) from their investment house to an Income Allocation batch. It would be good to have this feature available for all 4 batch types.1 voteAdminAnonymous (Admin, Fusion Laboratories, LLC - NPact Endowment Manager, Grant Edge NXT, Spectrum NXT) responded
Is there a way under the reports to add before or after the Path a way to describe what the report does. In FE we can do that so it helps the user identify.0 votes
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