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.