Would also like to see something like this. Go to Portfolios and create a set of Model's. Then Assign these to multiple clients rather than having to set up a portfolio for each client individually. These portfolios could have a version number - so if updated, the version number changes. The new version becomes the clients 'proposed' portfolio and, if they accept, is upgraded to their current. This is where doc designer link is critical. You could create a document saying 'your current portfolio is nnnnn and we recommend switching to kkkkk' etc. A complex, but important area and would be happy to be engaged in discussions on it - this was something we relied on heavily in Intelliflo.