Investor Relations (47)

Creating and Sending a Distribution

Modified on Tue, 18 May, 2021 at 6:08 PM
Creating a Portal Admin Account in FundPanel

Modified on Fri, 26 Apr, 2024 at 11:23 AM
Using the Email Template Manager within Fund Communications

Modified on Tue, 11 Oct, 2022 at 3:33 PM
Removing Wire Instructions from Fund Communications

Modified on Sun, 12 Mar, 2023 at 11:09 PM
Sending a Test Communication

Modified on Wed, 19 Oct, 2022 at 11:17 AM
Generating a Portal Link to the Funds Tab of the Investor Portal

Modified on Fri, 26 May, 2023 at 3:07 PM
How to Send a Capital Call Paid Notice

Modified on Thu, 10 Nov, 2022 at 2:32 PM
Recording an Advisor Expense

Modified on Thu, 27 Oct, 2022 at 4:00 PM
Logging a Call

Modified on Fri, 28 Oct, 2022 at 12:26 PM
Hosting Capital Call PDF Statements on the Portal Only

Modified on Sun, 12 Mar, 2023 at 10:56 PM