What's new?

Fund managers can now see an expected completion date for all tasks in their Activity tab.

What’s important about this change?

You can now see when your fund admin team is expected to complete a task, bringing greater transparency to your back office.

Plus, you’ll see when you need to complete your portion of the task to meet the expected completion date.

How does it work?

On your Activity tab, click into any task to view the expected by date.
 

View the Action Needed By date to see when you need to complete your portion of the task to meet the expected by date.

How do I learn more?

To learn more about expected completion dates, reach out to your Relationship Manager today.