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Dear Clients,

We are pleased to announce that on December 3rd, our online portal, Portfolio View (PV), will be upgraded from an end of day snapshot to live database transaction activity that will be instantly available.
We have put together an FAQ for questions that might come up as a result of the change (attached)
Please do not hesitate to reach out to your service team with any additional questions.

On behalf of the entire team, we wish you and your families a healthy and happy upcoming holiday season!

Alan Perl
Director of Client Services & Business Development
 
 
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