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Re: Auditor Access
We also set up auditor access with the default group set up by Foundant. However, the preference of the auditor is that we do the work to pull the requests, which is fair. We are the entity that has …1 -
Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account be…2 -
Re: Do you accept Crypto and who is your clearinghouse?
We accept crypto currency donations, treat them like stock gifts in CSuite, and our clearing house is The Giving Block. It hasn't been something that's generated a lot of buzz for us yet.3
