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Portfolio Recommendation screen uplift for better navigation and customisation

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Advisely-Team
Icon for Advisely Team rankAdvisely Team
2 years 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:

 

Updated 10 months ago
Version 2.0
advice production
portfolios
xplan
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