Upcoming Releases and Features

Note:  Any of this information is due to change and some of it will.  This IS what we're working on but there is no timetable for any particular feature.  We will update this page as soon as we have better information on timing


Last updated:  May 15th, 2020

In Design & Build

Add The History Module

Add The History Module

Add The History Module

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This is our last remaining module of the Version 1 planning experience.  A more detailed version is already in PlantechHub.

Add Annuities

Add The History Module

Add The History Module

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Add Inherited IRAs

Add The History Module

Add Actionable Insurance

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Add Actionable Insurance

Add Asset Classes & Portfolios

Add Actionable Insurance

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More What-If Considerations

Add Asset Classes & Portfolios

Add Asset Classes & Portfolios

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Add Asset Classes & Portfolios

Add Asset Classes & Portfolios

Add Asset Classes & Portfolios

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On our Radar

Add Redtail CRM Integration

Enhance Real Estate Strategy User Interface & Calcs Engine

Enhance Long-Term Capital Gains User Interface & Calcs Engine