---
title: Release Notes 1.20.1
slug: release-notes-1201
icon: 📋
docTags: 
createdAt: 2022-10-04T07:31:37.000Z
---

# Release Notes 1.20.1

**Release date:** ***23.03.2026***

This release brings key improvements to account handling in Portfolio Actions, sustainability filtering, and the advisory workflow.

## Accounts in Portfolio Actions

It is now possible to create manual accounts and add manual positions to accounts directly within Portfolio Actions.

**What's new:**

- **Manual accounts** — Advisors can create accounts manually, making it possible to use Portfolio Actions even without an integration to an account system
- **Manual positions** — Positions can be added directly to accounts, allowing advisors to supplement integrated data with holdings that may be missing from the feed — ensuring the full picture is reflected in Portfolio Actions.

## Sustainability in Custom Portfolio

Sustainability preferences are now integrated into the custom portfolio workflow, making it easier to align investment proposals with the client's preferences.

**What's new:**

- **Aggregated preference criteria** — The advanced search now shows aggregated preference criteria status for each product, giving advisors a quick overview of how well a product matches the client's sustainability preferences
- **Filter by preferences** — Products that do not match the client's preferences can be hidden from the search results, streamlining the selection process

## External Assets to Deposits

When enabled, advisors can now define how much of a client's external assets — as assessed in the financial situation — should be used as deposits.

**What's new:**

- **Deposit allocation from external assets** — Advisors can specify the amount of external assets to convert into deposits, giving more control over how the client's existing wealth is incorporated into the investment plan
- **Advisory page validation** — The advisory page now validates against the defined external asset deposits, ensuring consistency between the financial situation and the proposed plan

## Enhancements

- **Reordered advisory tabs** — The "Transaction list" and "Fund allocation" tabs in Advisory > Model Portfolio have been swapped, placing fund allocation before the transaction list for a more logical workflow
- **Hide cash in accounts** — It is possible to hide the field cash from accounts. This is relevant if your integration does not post cash amount to accounts.

## Questions?

Contact our support team for questions or feedback.