K1 Aggregator

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Can you add a section that allows me to enter the IDs for each investment? How will this idea help you and potentially others? Understanding how t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Code S. Non-portfolio capital gain (loss) can be either be short term or long term. Please allow users to enter it in one or the other. How will t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are a few required columns in the Aggregator import template scattered throughout the sheet in-between non-required columns. They are easy t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. As a user, it would be helpful to be able to review all the data fields that are being sent as part of my integration so I can see what data IS an...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please update the spacing for line 13AE on Investment export report in K1 Aggregator. For right now it has an extra space between the line number ...

We need a general summary review that provides the reviewers all the information on one tab so reviewers do not have to enter the investment and go tab by tab. The “View Analysis” option does not provide all the information just portions of it. We...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. An API call that returns an instance's investment listing page (not the digital K-1 info) How will this idea help you and potentially others? Unde...

We need to create a new Basis Rollforward (simple) and Basis Rollforward (detailed) report.

It would help users, support teams if/when there are problems with the import template from excel Currently if there are any issues, nothing is shown and no Investments are added to the Instance. It would be helpful to have an error logging system...