(from a FIMS customer)

We provide a unitization report for one of our trustee banks each month. The report does not have Fund ID or Fund Class which we can use to filter funds for that trustee bank. Can those fields be added to the report or can fund class be part of the selection criteria?

We have to match on fund sort name which is now more time consuming because we now have many funds whose names begin the same (with the character limitation of the sort field). Or the sort field can be significantly increased.