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DebKent
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2 months agoJessica-Lamb Question on how to search all clients in a particular platform say everyone in BT Panorama
- Jessica-Lamb2 months ago
Advisely Partner
Thanks for sending through your question DebKent
This would need to be actioned by someone with an IPS license, then select Advanced Search > New:
And under the Portfolio Tab, you can search for clients based on an External Vendor list:
This links back to datafeed data, and a great way to find clients with a specific provider.
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