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• Portfolio Diversification – the Correlation Matrix
• Portfolio Types
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• Importing data to Adviser Workstation
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• Aggregates (Or ‘How to combine multiple portfolios into one’)
• Portfolio Performance Reports
• Adding currencies, security reclassification & pricing – The Definition Master
• Providing investors visibility via the web portal
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• Create truly custom reports
• New Updated Risk Questionnaire
• Where am I invested?
• Chart your data
• Latest training update – Importing from Excel