2022
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
- Actionable advice on:
- Show the impact of Refinancing existing debt
- Actionable advice on:
- Home, vacation & investment property mortgages
- Consolidate other debts into a mortgage refinance
- Actionable advice on:
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