Release History

2022

Scenario Building and History Enhancements

Version 1.7.2 October 28th, 2022

Scenario Building
- Designate Scenarios for copying to other Scenarios
- Most useful in Scenarios and Workshop pages
History
- The ability to sort the view of actions taken in History
- The ability to choose the date range
- Now available to be shared with the client
- Gives option to have clients view actions by firm or advisor

Planning Stages

Version 1.7.1 October 19th, 2022

Stages Auto assigned
See the Stages in the Client List
See the Duration in the stage
See the story of the plan through the stages
Ability to force to a particular stage

Allocation Mapping

Version 1.7 - September 29th, 2022

Categorize the allocation of an investment position via ticker symbol
Categorization defaults via Morningstar
Ability to use ticker look up when manually entering investments
Ability to customize global categorizations & account allocations
Expansion of account integration to include account positions

End of Summer Enhancements

New Client Profile Graphs
New Sub-Postions for Investments
Client List Page Upgrades
New Look for the Investment Management Page
Complete restructuring of Settings Module
Add Action Method now faster and easier
New Investment Location Graph
New Model Portfolios Graph

Plan Comparison Upgrades

Version 1.6.7 - June 1st, 2022

Ability to add unlimited scenarios
Selected Actions save across pages
Added Action description tags
Added control in Scenarios Edit Options
Action Boxes open/close now save

Navigation & Reporting Upgrades

Version 1.6.6 - May 17th, 2022

Major Navigation Enhancements
- New Home button for advisor and client experiences
- Changes to Plan Management Navigation
Advanced Reporting
- Customize report sections included
- Customize the order of the pages
- Create and Save report templates
- Compliance Control
- Report access moved to Navigation bar

Modeling Expansion Pack

Version 1.6.5 - May 2nd, 2022

State of Residence Action
- Unlimited number of moves
- Model tax implications of clients moving
Employment Income Action
- Model real life growth of clients income
- Unlimited number of changes
Change Allocation of Investments Action
- Changes can apply today or in the future
- Unlimited number of allocation changes
- Model future changes in current plan and/or suggestions

Debt Consolidation & Refinancing

Version 1.6.4 - April 14th, 2022

Show the impact of Consolidating multiple debts into a single new debt
- Actionable advice on:
  - Credit Cards
  - Other Secured Debt
  - Student Loans
Show the impact of Refinancing existing debt
- Actionable advice on:
  - Home, vacation & investment property mortgages
  - Consolidate other debts into a mortgage refinance

Enhancements

Version 1.6.3 - March 9th, 2022

New: Page Titles on all modules and other key pages
New: Monte Carlo results with the Page Titles
New: Allocation Comparison in Target Portfolio selection module
Enhancement: New look & feel of metrics on the Plan Comparison module

Disability & LTC

Version 1.6.2 - February 14th, 2022

Model Disability and Long-Term Care in any scenario

More Plan Visuals

Version 1.6.1 - January 21st, 2022

Converted some area graphs to bar graphs for a cleaner look
New: Added check box on applicable graphs for single vs. comparison option
New: Added "?" icon on each graph in results and settings for a quick explanation
New: Additional graphs for client conversations and assisting in plan creation

Grab interest

Say something interesting about your business here.

2021

Roth Conversion Strategy

Version 1.6 - December 20th, 2021

New Strategies module provides the capability to apply specific planning strategies based on provided inputs
- Can be part of the existing plan/profile or added/changed as a Suggested Action
New Roth Conversion Strategy
- Convert existing Employer Sponsored Plans or Traditional IRAs to Roth IRAs based on an amount or a percentage of the source account over a specified number of occurrences.
- The New Roth Account is automatically added to plan results and details of conversion from source to target and subsequent growth can be found in Cash Flow and Net Worth details.

Advanced Goal-Based Planning

Version 1.5.2 - Dec 2nd, 2021

New Goal Results Chips promoting dynamic engagement with financial goals
- Optional and available for each client facing module
- Reactive to success and failure
Enhanced goal management for real estate and other major purchases
- Create financing scheme via the goal
- Accounts for future sales and income via the goal
- Accounts for real assets being purchased

Audit Trail

Version 1.51 - October 22nd, 2021

True audit trail from starting to ending Investments & Cash
High Level summary of Cash Flow and Net Worth details
Ideal for client engagement with details when necessary

Reports

Version 1.5 - October 8th, 2021

Generate a standard report via PDF to print or email
Interactive Table of Contents for easier navigation
Client access to Reports via client portal
Reporting controls for security, meta descriptions and more

Invite new client button

Version 1.4.1 - September 10th, 2021

Easily invite clients & prospects via email to onboard themselves
Turn on Data Gathering Access for clients to fill in directly
Turn on DIY (Do It Yourself) Access to allow self-planning
Flexibility to use any alternative capital market assumptions
Option for notification email when client/prospect is onboard

Teams

Version 1.4 - August 31st, 2021

Quick onboarding of new team members and support staff
Easily manage internal & external team members together
Lock-down any plan setting or allow your advisors to customize
Transfer plans between advisors on your team
Easily manage all licensing payments and allocation in one place
Safe and effortless team member removal process
Manage all integrations and capital market assumptions for the team

Resend invite action button

Version 1.3.2 - May 26th, 2021

Added resend invite button

Investment preferences

Version 1.3.1 - May 21st, 2021

Customizable Capital Market Assumptions & Portfolios
Advisors may now have more than one set of Portfolio Assumptions
Investment Management Process can be initiated by advisor or client
Designed for one or more Investment Preference Scoring Methods
Customizable Scoring and Mapping to Capital Market Assumptions

Integration (Stage 1)

Version 1.3 - April 16th, 2021

Set Infrastructure for push and pull integrations
Created Integration link to Redtail Technology CRM

Capital market assumption customization

Version 1.2 - February 26th, 2021

Implement customized asset classes & portfolios
Create completely independent sets
Match Risk Scoring to customized assumptions
Use different assumptions for different clients
Smart Assumption Mapping allows seamless changes