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Articles in this section

  • MFA - Multi-Factor Authentication for Investors
  • Investor Settings Tour
  • Investor Profile Editing Abilities
  • Terms and Privacy
  • Investor Dashboard Metrics
  • Custom Metrics
  • Offering Preferences
  • Metric Groups
  • Customizing Portal Notifications
  • Project Preferences
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Investor Dashboard Metrics

Overview 

This video will show you how to set up Investor Metrics on the Investor Dashboard, Project Tile, and Investment Details page. These metrics are configured in Investor Settings > Investor Portal Design and Offering Preferences. 

 

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Related articles

  • Offering Preferences
  • Investor Portal Design
  • Custom Metrics
  • Metric Groups
  • IMS System Overview

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