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New Features
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Taylor Stewart
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CSV import of Altruist holdings
complete
Taylor Stewart
Upload a csv of holdings from all clients in Altruist and update all of your clients in Kerdora.
April 9, 2026
Taylor Stewart
marked this post as
complete
·
April 10, 2026
·
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Taylor Stewart
marked this post as
in progress
·
April 9, 2026
·
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