We’re kicking off 2025 by showing off phase two of our Holistiplan integration, our dual Discovery feature, and a little tease of next month's big release - our fully integrated Sidebar functionality.
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This month we’re showcasing another brand-new instrument-type, offering you the capacity to log Legal documents within the Asset-Map Report, plus we also invite you to watch our CEO, Adam Holt’s spotlight session from our recent AdviceTechLIVE virtual conference, detailing some recent and soon-to-be-released features.
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