Your investor database as never looked this good!

A big update on your members view!

An overarching objective was to make the view more useful – now at a glance you can track your interactions with your key fund managers and easily sort by a number of key criteria.

Contact details – telephone and messaging – are available at the top level.

Please pop-in and take a look when you have a mo…we are anticipating adding a layer of analytics on top of the this view  – ie…’You have met with 60% of your key fund managers in the last six months’  – appreciate your views on what would be useful to you.

Function note:  Add tags and edit tags has now moved to the bottom of the edit view…of course only visible to you as admin.