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Multi-Fund Views
Multi-Fund View enable you to pool together multiple vehicles into a single dashboard for analytics.
Multi-Fund Views are part of Enteprise Plans only. Please contact us at [email protected] if you would like access to this feature.
- All pooled vehicles must be in the same fund currency
- From your home screen go to the Multi-Fund View > Create a Multi-Fund View tab
- Give the view a name and select vehicles to combine. Click on Save
Last modified 6mo ago