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  2. What's new? Release notes, newsletters, and other announcements
  3. July 2021 release, new features, updates

July 2021 release, new features, updates

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  • Editable Stages Added to the Timeline in AdviserGo
  • Report Sets in AdviserGo
  • Estate Distributions - Designate beneficiaries for individual assets within an Estate Plan
  • Estate Plan Module Added to AdviserGo Australia, Canada, and US

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