Portrait Version of Landscape K-1 Income Summary Report

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Our landscape report is the simplest presentation of line item information but it only comes with investments down rows and line items across columns. A transposition of this report so that Line items are rows and investments are columns is more universally acceptable.

This report then doubles as a direct import to Allvue, a premier alternative investment fund accounting system.

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 puts us in your shoes.

While this can be achieved via a simple Excel copy/transpose command, the default of having this report available is becoming more and more prevalent among prospects

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All client/prospect types.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Take our existing report and transpose it. See Sheet 1 in the attached document.