Release Notes 1.20.0

new in deep alpha 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 docid\ v32iez9yleqy3cjnwlwi5 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 docid\ c vvk vsbwiu9ikucnukk 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 define portfolios using amount 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 docid 5cogrw8amvt9ki eyg5yz 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