Written by Jake Dwyer
Updated over a week ago

Rev. Date May 29, 2019
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​The master portfolio is used as a baseline for your entire organization and intended to represent your actual holdings, so you should only make changes when holdings change. Any changes made to the master portfolio will be seen by all members of your organization on the [TEST] platform.
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​This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.