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  1. IMS Help Center
  2. Settings
  3. Investor Settings

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Investor Settings

  • Metric Groups
  • Customizing Portal Notifications
  • Investor Settings Tour
  • Restrict Investors from Editing their Profile
  • Terms and Conditions
  • Investor Dashboard Metrics
  • Custom Metrics
  • Offering Preferences
  • Project Statuses (Project Preferences)
  • Investor Portal Design
  • Investor Portal Theming and Branding
  • Banking Preferences
  • Manual Input Metrics

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