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Introducing customizable Fact Sheets

Hot off the press features in Advice Designer

Updated over 2 months ago

We're delighted to introduce the following feature:

Users will now have similar functionality to the Strategy and Product Libraries, being able to upload custom Fact Sheets and link to any chosen Strategy within their library.

πŸ’‘Note: Fact Sheets are merged within the Word advice document and only viewable within the Plan Presentation.

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