Technical Limitations
Recommended Technical Specifications
We recommend using the following browsers for Fund Forecasting:
Google Chrome: 55 and higher
Safari: 49 and higher
Firefox: 10 and higher
Given Fund Forecasting's quantitative heavy dashboards, mobile devices are not fully supported currently. Please use Fund Forecasting in a desktop environment.
Performance Limits
There are certain limits of the Fund Forecasting model that are in place to ensure there are no performance impacts when calculating and processing your fund data.
Limit | Limit |
Investments per fund vehicle | 400 |
KPIs per investment | 100 |
Performance cases per investment | 10 |
Number of performance cases per fund | 500 |
Number of investments importable with Bulk Import wizard | 400 |
Number of rows in the Bulk Import wizard | 1000 |
Number of Fund of Funds investments per vehicle | 10 |
Vehicles in Multi-Funds Views | 5 |
Number of Documents per Fund in Document Center | 200 (Solo Plan) 2000 (Enterprise Plan) |
Maximum File Size per file in Document Center | 10MB (Solo Plan) 50MB (Enterprise Plan) |
Please note that in rare instances if your fund is close to or has hit one of the limits above (for e.g. 400 investments per vehicle or 500 performance cases per vehicle), you may see performance lagginess in Multi-Fund Views or Fund of Funds features as these are computationally intensive processes that calculate performance of multiple funds together.
Concurrent Users Warning
If multiple users are concurrently changing data for a fund, Fund Forecasting will honor the last saved change for an investment or a fund. This might result in not all the changes being captured if one of the users does not have the latest session data.
Recommendation: Please avoid having multiple users change data at the same time. The best practice is to have one single user editing at a time, while other users are viewing in read-only mode.