Administrator or Compliance officer can access audit trail information. The information is stored for 10 years.

Go to >> My Account >> Company >> Audit trail

All operations on fields, access, login to InvestGlass and to the portal will be recorded there. You can export your data. Field Audit Trail lets you retain archived field history data. This feature helps you comply with industry regulations related to audit capability and data retention.

Please contact the InvestGlass sales representative to activate this feature. By default, only the employee with a "COMPLIANCE" role can access audit trail information.

You can set field history retention policies on these objects.

Accounts, including Person Accounts
Assets, Portfolio, Transactions
Contacts KYC
Contracts
Entitlements or Tags
Leads

If you need to track other fields please contact us.