New in Deep Alpha

Release 1.20 focuses on boosting advisor productivity, strengthening client relationships, and improving how advisors follow up with existing investors. This release introduces three new features designed to support these goals:

• Portfolio actions
• Total portfolio
• Custom portfolio 2.0

Portfolio actions

Portfolio actions helps advisors efficiently manage, follow-up and rebalance existing client portfolios.

What can you do?

• Rebalance portfolios based on updated recommendations
• Process deposits and withdrawals
• Generate accurate transaction lists
• Assign investments to specific accounts

When integrated with your order management system, Portfolio Actions streamlines the entire execution process—from investment plan to order placement.

Requirements: This feature requires client account data to be synchronized with the platform. If you're not currently syncing account data, contact our delivery team to learn more about enabling this capability.

For step-by-step instructions on using Portfolio Actions, see the Portfolio Actions user guide.

Total portfolio

Total Portfolio gives advisors a holistic view of a client's complete investment picture. It aggregates existing holdings and proposed goal portfolios into a single, unified asset allocation view.

This makes it easier to explain the full investment strategy to clients and ensure alignment across all their holdings.

Learn more about Total Portfolio

Custom portfolio 2.0

Based on your feedback, we've simplified how you build custom portfolios.

What's new:

• Faster workflow - Skip directly to fund allocation and search for funds
• Amount-based allocation -
• Separate allocations - Define different portfolio compositions for initial deposit and monthly saving.

Custom Portfolio 2.0 replaces the previous version with a more streamlined experience.

For step-by-step instructions on building custom portfolios, see the Custom portfolio user guide

End notes

We hope these updates improve your daily workflow. If you have questions or feedback, reach out to our support team.

Release Date: TBD

Version Number: 1.20.0

Updated on: 29/09/2025