Investor Relations (50)

Client Communications: Creating & Sending Investor Relations Communications

Modified on Thu, 8 Dec, 2022 at 4:04 PM
Logging a Call

Modified on Fri, 28 Oct, 2022 at 12:26 PM
Recording an Advisor Expense

Modified on Thu, 27 Oct, 2022 at 4:00 PM
Creating and Sending Wire Instruction Update/ Confirmation Emails

Modified on Mon, 24 Oct, 2022 at 12:21 PM
Using the Email Template Manager within Fund Communications

Modified on Tue, 11 Oct, 2022 at 3:33 PM
How to Enter New Capital Commitments in FundPanel

Modified on Mon, 26 Sep, 2022 at 12:11 PM
Investor and Investment Vehicle Records in Fundpanel

Modified on Mon, 26 Sep, 2022 at 12:10 PM
Historical Capital Account Upload Guide

Modified on Thu, 10 Mar, 2022 at 12:44 PM
Stock Distribution Setup

Modified on Wed, 15 Dec, 2021 at 1:21 PM
Creating and Sending a Distribution

Modified on Tue, 18 May, 2021 at 6:08 PM