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Release Notes
Latest platform updates and new features
Release Note 1.20
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?&x20; Rebalance
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