Portfolio Management
In release 6.102.0, we are excited to introduce a new and improved way for users to manage their portfolio of companies/
These features will provide key benefits to company administrators and participants:
Personal view for company administrators –Automatically enables personal view for company administrators if they have equity in the company. Preventing the need to create admin stakeholders twice.
Switch between company and personal view – Easily switch views between company administrator and personal holdings by using our new convenient toggle feature.
Equity overview – Investors now can now get an overview of the value of their holdings on one page.
Company overview–Company administrators can seamlessly see all the companies they administer on one page.