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Release History

2023

Visualizing Random

Version 1.7.6 February 22nd, 2023


  • New "What-If returns are randomized" What-if Consideration 
  • New "Average Plan Return" Metric 
  • New Cash Flow Detail for the Returns of all Investment Assets
  • New Explainer Box Styling and the completion of all definitions 

Financial Health Ratios

Version 1.7.5 January, 2023


  • 11 New Metrics for Income, Debt, Investments & Liquidity
  • New "Financial Health Analysis" Client List View 

Fall 2022

Client List Views

Version 1.7.4, December 8th, 2022


  • New Client List View Dropbox on Client List Page
    • Get Quick Details and Insights


  • New "Client Profile Summary" View
    • 17 New Sortable Metrics on Household, Net -worth and Cash-flow



Reports 2.0

Version 1.7.3 , November 17th, 2022


  • More Robust Report Options
    • Customizable
  • Printable Audit Trail
  • Deeper Current Plan Analysis
  • Scenario Comparison Graphs
    • Detail Reports with all Actions and What If's for each Scenario
  • Printable Audit Trail
    • For Both Current Plan and Suggested Actions





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

Spring 2022

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

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

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