Marking an Empty Data-set as Complete
Communicate to your investor clients that no data is available for a specific period by marking the data-set as ‘Complete’ within the Interactions Overview Dashboard or the Client Summary Page:
Bi-Weekly Due Dates
You now have the option to select bi-weekly due dates for your interactions submissions. The setting is a new frequency option under ‘Due Dates’ on the firm profile page. All two-week periods end on a Friday, and your option to configure due dates a set number of business days after the period ends remains the same.
This option allows you to fulfill buy-side client requests for bi-weekly submissions, and can decrease your workload for each submission deadline.