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  1. 4 votes

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    Jennifer Brambley commented  · 

    It would be very helpful to have the new date populate, or allow us to enter the new date instead of copying the old date.

    Jennifer Brambley supported this idea  · 
  2. 3 votes

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  3. 5 votes

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    Jennifer Brambley supported this idea  · 
  4. 4 votes

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    Jennifer Brambley supported this idea  · 
  5. 11 votes

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    Jennifer Brambley supported this idea  · 
  6. 2 votes

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    Jennifer Brambley supported this idea  · 
  7. 14 votes

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    Jennifer Brambley supported this idea  · 
  8. 2 votes

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  9. 2 votes

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    Jennifer Brambley supported this idea  · 
  10. 7 votes

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    Jennifer Brambley supported this idea  · 
  11. 5 votes

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    Jennifer Brambley commented  · 

    This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.

    Jennifer Brambley supported this idea  · 
  12. 8 votes

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    Jennifer Brambley supported this idea  · 
  13. 2 votes

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    Jennifer Brambley supported this idea  · 
  14. 5 votes

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    Jennifer Brambley supported this idea  · 
  15. 8 votes

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  16. 3 votes

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    Jennifer Brambley commented  · 

    I like this idea, but I think it would be best to have an option to select specific funds for this and not have it set for all funds.

    Jennifer Brambley supported this idea  · 
  17. 5 votes

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  18. 25 votes

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  19. 21 votes

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  20. 15 votes

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