Release Notes 1.20.0

release notes 1 20 0 release date tbd release 1 20 introduces three features to help advisors manage client portfolios more effectively portfolio actions custom portfolio 2 0 total portfolio portfolio actions portfolio actions helps advisors manage, follow up, and rebalance existing client portfolios capabilities 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 deep alpha contact our delivery team if you need to enable account syncing for step by step instructions, see docid\ emyuf2wbgeodg3h l5pz custom portfolio 2 0 custom portfolio 2 0 simplifies how you build custom portfolios what's new faster workflow — skip directly to fund allocation and search for funds amount based allocation — define portfolios using amounts instead of percentages separate allocations — set different compositions for initial deposit and monthly savings custom portfolio 2 0 replaces the previous version of the custom portfolio for step by step instructions, see the docid\ psvb0xr ahb9hhwflx2ec total portfolio total portfolio provides a unified view of a client's complete investment picture it combines existing holdings and proposed goal portfolios into a single asset allocation view use this feature to explain the full investment strategy to clients and ensure alignment across all holdings learn more in the docid\ znsd5s5ygicv5jpyj9bum questions? contact our support team for questions or feedback