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  3. January 2021 release, new features, updates

January 2021 release, new features, updates

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  • Monte Carlo insight added to AdviserGo together with an entirely new "Assets View" showing the range of results
  • Default Asset Allocation added to Plan Settings in AdviserGo
  • Updated Asset Categories in the Detailed View of the Net Worth Chart - Breakdown of Invested Assets by Tax Type **AdviserGo, Canada**
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