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Admins gain the ability to access and download portfolio usage data, improving oversight and institutional reporting.

Admins gain the ability to access and download portfolio usage data, improving oversight and institutional reporting.

What's new?

Downloadable reports to provide insights into portfolio activity.

Admin-only access to portfolio-level reporting.

Early capabilities to search and review portfolio ownership (stretch).

Why is it valuable?

Institutions need visibility into how portfolios are being created and used. Providing reporting options helps admins monitor adoption, track activity, and manage portfolios more effectively.

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