Fund Details Page: Financials Tab

The Financials tab layout provides all financial standing information for the related fund. You can perform various functions here, such as filter view by Investor or Investor ID, as well as upload and download financial standing information for existing investors.

NOTE: All property types have been migrated and converted into fund types.

Financials Tab Buttons Overview

Search and Filter options allow you to search and filter view based on Investor ID, Investor and Status.
Download Report button to download the table as a CSV.
Upload button allows you to launch the Data Wizard

NOTE: Configurable fields can be added, please reach out to the CS team for assistance. The system supports the upload and download of both standard and configurable fields.