Goal: Allow users to merge their portfolios and view holdings in one view.
- Users: Equity holder, Employees, Investors (Corporations), Investors (Fund Admin), LP
- Companies on Launch, Starter, and Growth
- Platforms: Web, iOS and Android
What’s New: Users will now be able to merge multiple portfolios into a single one using the self-serve portfolio merge tool.
- Organization: Organize and view different company holdings in a single portfolios
- Customization: Customize portfolio views by selecting which portfolios to merge
Timing: Rolled out on 09.24.2020