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New tools, including risk profiles, householding, folders, ai chat, and quick extract, help advisors reduce manual effort, improve consistency, and tailor proposals to. Align your whole team around market and economic data, key holdings, and. Add efficiency to research workflows with prebuilt comparison tables, charts & screens, and investment analysis tools built for wealth management use cases. From alpha to zscore & equities to smas, annotate charts with callouts, overlay economic data, and add your firm’s logo and color scheme.
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