Improvement

New Auth: More ways to login

New Auth: More ways to login

New Auth: More ways to login

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Sign-in securely with a Magic Link, Google, Microsoft, or Okta

Sign-in securely with a Magic Link, Google, Microsoft, or Okta. No passwords to remember, no separate credentials to manage.

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Other updates
Other updates
Other updates

Major release

Customizable Overview: Your page, your way

Major release

Securities Tracking: Every security type, one system

Improvement

Tearsheets: Generated in seconds

Major release

Customizable Overview: Your page, your way

Major release

Securities Tracking: Every security type, one system

Improvement

Tearsheets: Generated in seconds

Improvement

Holdings: The full story of every position