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Our team of experts and partners delivers the latest insights and best practices for mastering commercial real estate with QuickBooks.
KB Tags: Investors
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Jennifer Clarke
STRATAFOLIO uses a single, centralized location for all contacts, so you never have to search in multiple places to find
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Uriel Barillas
STRATAFOLIO provides role-based access so organizations can control exactly what their investors see. Investor roles are essential for ensuring that
- More KB About: Investors
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Uriel Barillas
In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to
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The Investor Dashboard in STRATAFOLIO is designed to give investors a clear, transparent, and secure view of their investments. This
- More KB About: Dashboards, Investors
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Jennifer Clarke
With STRATAFOLIO, admins can add unlimited users to their organization at no additional cost. Security is one of our highest
- More KB About: Administrator, Change User, Delete, Investors, Maintenance, Manager, Property Manager, Reader, User Access
