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Wealth management

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

We're introducing a new set of offerings for the wealth management industry, adjusting building blocks for retail banking to serve the needs of investment and financial advisors serving higher net-worth customers.