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DebKent
Advisely Index Top 10
Jessica-Lamb Question on how to search all clients in a particular platform say everyone in BT Panorama
Jessica-Lamb
Advisely Partner
2 months agoThanks 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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