Release Notes 1.20.1
4 min
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.