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Manager Portal Key features

This article covers all of the important features in the Manager dashboard.

Updated over a week ago

An admin/manager can take several actions in the portal. Below is a categorized list of all actions.

Profile:

Contacts:

You can perform the following actions on your Contacts:

Accounts

Investments:

Opportunities:

Offerings:

💡 If you utilize our fund administration services, please consult with our fund admin team before making any changes in the Offerings section.

  • Generate 1099 INT Report

  • Generate a Periodic Account Summary Report

  • Generate a Capital Pledged and Contributed report

  • Generate a CAR Report

  • Generate a CAR Withholding Report

  • Generate a Demographics Report

  • Generate a Demographics Plus Report

  • Generate an ERISA Report

Settings:

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