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Clients, Accounts & Holdings Development Showcase No.3

Updated: Jul 18, 2023

This month the focus has been on on building the UI capability to allow advisors and end customers to be able to view their overall wealth and drill down into their accounts and holdings. We are delighted to share just a few example screenshots from this last development sprint.

In July and August our UI development moves on to focus on dashboards, alerts, secure messaging, examples of which will feature in the next development showcase.


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