Export Fund Advisor Information

Written by Nick Miles

Last published at: February 20th, 2019

CommunitySuite allows you to export Fund Advisor information such as, Name, Address, Organization, and Funds. This information can be exported for specific Fund Groups, or for all Fund Advisors in the system.

To export information for all Fund Advisors in the system:

  1. Navigate to Fund Advisors from the Home page.
  2. Click Export CSV from the left-side menu.
    • A CSV file will download to your computer's Downloads folder that contains information related to all Fund Advisors in the system.

To export Fund Advisor information from specific Fund Groups:

  1. Navigate to Funds from the Home page.
  2. Select List Groups from the left-side menu.
  3. In the Fund Groups window, click the ID of the desired Fund Group.
  4. Click Export Advisors CSV.
    • A CSV file will download to your computer's Downloads folder that contains information related to all Fund Advisors in the Fund Group.