InView - November 2023

  • Updated

Product: InView
Applies to: Everyone

Release date

November 2023

Summary of enhancements and new functionality

Ability to add valuations

You can now add valuations based on the quarterly statements you receive from general partners. Valuations reflect the value of your position in the fund.

Bulk upload

You can now bulk upload asset managers, funds and investments using an Excel spreadsheet. You can download a template, add information, and then upload the spreadsheet.

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