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Portfolio Recommendation screen uplift for better navigation and customisation

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Advisely Team

13 days ago

Iress is rolling out a number of new features, such as easier customisation and data entry to save you time with a more streamlined and efficient Recommendation screen in Xplan Portfolio.

Watch the full update below:

Published 13 days ago

Version 1.0

advice production

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Advisely Team

Joined October 25, 2023

Tools (and tricks) of the trade.

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