Clockwork Ideas

Metrics email alert notifications should be consolidated into one email so that the user doesn't receive multiple emails in a row for outdated metrics.

Users should be able to selectively hide holdings from the investment holdings table so that they can look at only active investments. This could be done by either clicking the particular...

Would love to see a documents tab under each LP that houses quarterly/annual reports as well as other documents that we want to share with our LPs.

Preview mode for file types within the platform similar to how pdf previews are supported currently. Priorities would be Word, PowerPoint, and Excel.

Funds should automatically populate linked Distribution Lists for any Investors included in the "Investors" section of the fund. These distribution lists would be auto-updated if investors are added...

Should be able to see activity over a specific date range: 2021, YTD or start date-to-end date.

Please freeze he headers of columns in portfolio so I can see them when I scroll to the bottom of the list. Thanks!

All account types with investor and fund orientation should have an aggregate view of investment holdings on the Dashboard page that includes information about all invested portfolios.

Additional filter parameter that allows the user to filter update feeds by date published or date of the update.

When hovering over the icon of the holding in an update feed, a pop up should show the full name of the holding. It is not always clear to the user what holding the icon is referencing from the small...