Release Notes 1.19.1

new in deep alpha new in deep alpha suitability to model portfolio we are excited to announce that customers using the advanced suitability feature to conduct target market assessments can now view the suitability status of instruments within the model portfolio similar to custom portfolios, you can block users from proceeding with portfolios that include one or more instruments assessed as not suitable to learn more about this functionality, contact our customer success team new advisor note functionality we are pleased to introduce several new functionalities to the advisor notes, aimed at streamlining the documentation process and enhancing flexibility key updates include streamlined documentation process you can now configure standardized text templates for each section of the advisor notes in the deepalpha advisory solution this enhancement offers the following benefits save valuable advisor time with pre configured note templates ensure documentation consistency across your advisory team support for all languages in your deployment risk level specific templates that adapt to each client's profile flexible options to append or replace existing notes this is demonstrated in the video below https //archbee doc uploads s3 amazonaws com/xs4f9t75trotwarauyrgz uajohjcmeou zyl7h5wcq 20250603 215824 mp4 customizable advisor notes visibility you now have the ability to turn the advisor notes feature on or off on the following pages, providing greater flexibility in adapting the advisory workflow to meet your specific business needs and compliance requirements advice information financial situation knowledge and experience purpose and risk proposal to utilize these new features and customize your advisor notes configuration, please contact your quantfolio representative, who can assist with implementing settings tailored to your requirements end notes end notes the quantfolio team hopes you enjoy the new functionality and enhanced user experience if you encounter any issues or have any questions , please do not hesitate to reach out to us here additionally , if you have any suggestions for new features or improvements , please let us know here release date tbd version number 1 19 1