Would it be possible to create a import that would enable us to bring in fund holding names on a plan and to export details of fund holdings?
We have recently needed to report on fund holdings for our new business in past 2 years. Now we have compiled that data we would like to import it in to Plannr and be able to export it again in the future.
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Anita Brennan
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Rejected
Feature Request
Reporting / Exports / Searches
About 2 years ago

Anita Brennan
Get notified by email when there are changes.