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Fund Investment Tool (FIT)

Fund Investment Tool (FIT)

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How can we improve the Fund Investment Tool?

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3 results found

  1. Link to investment accounts

    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

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    0 comments  ·  Income Allocation  ·  Admin →

  2. File Attachments for ESS Batches

    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 vote

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    0 comments  ·  Admin →

  3. ESS Report List - add "Description" column

    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.

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    0 comments  ·  Admin →
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