Guides related to generating and publishing investor statements in IMS
Generating Investor Statements
Click Documents > Investor Statements on the top navigation panel. All existing Investor Statements will appear in the list. To add a new statement, click Create Statement. Type a Statement Name, choose the desired Template, add a Date Range, pic...
Investor Statement Templates
Click Profile and Preferences at the top right, click Investor Settings. Choose the Statement Templates tab. Here you will see 3 auto-generated templates along with any other templates that have been added. Note the options to edit, duplicate, and...
Investor Statements FAQ
Is there a limit to how many templates I can create? No – you can have an unlimited number of templates which allows you the ability to setup Project level specific reports if desired. Can I customize the names of the fields I can pick for a table...
🎬 Investor Statements
Overview IMS allows you to generate and publish professional and branded Investor Statements directly to your investor's portals. Step By Step This video will go over how to create investor statements from an existing statement template. First c...