Hi all. Apologies in advance for a potentially very simple question, but I've been unable to find an answer yet online.
I am a longtime user of Clarity, but new to the Portfolio Management Module. I have been playing around in our QA environment getting to know the functionalities. The other day I had added one investment to a dummy portfolio, and when I went to add and sync a second investment, I was informed that I had exceeded the maximum number of investments allowed.
I know that the system can handle more than two investments, so why am I getting this error message? What is the true maximum number of investments that the system can handle out of the box? I have heard that it can handle up to 200 investments and 25 roles, so why would I be getting this error message when I've added way less than that? (Also, when I went to check on that record this morning, the error message is gone and both investments are now synced to the portfolio.)
Thanks in advance for your help!