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Ensure your holdings are automated or being routinely sent to Third Iron. If you are a new customer, this was almost certainly taken care of right when you got started, but if you have had Third Iron services for a while, it's worth revisiting to see if you are still manually providing holdings when your system now supports automation! Check this list of tutorials here arranged by holdings system to confirm everything is setup correctly for you. We recommend updating holdings on a monthly basis.
- Step 2: Discovery platform integration
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