Fact Details Report and Disclaimer Updates

Based on your feedback, we’re:

1. Updating the Fact Details Reports download feature.
2. Adding page numbers to the presentation Disclaimer page.

Fact Details Reports Updates

The Fact Details Reports can now be downloaded and saved to the Vault. These are accessible on the Client Portal.

As a result, the Fact Details Reports can now be added to presentations, saved directly to the Vault using the Generate button on the report page, and included on the Client Portal’s Report Selection.

Note: Reports on the Client Portal will not be enabled automatically. To enable the Report family, go to Manage Client Website > Reports from your Client Overview page.

Next, we’ve added a page number to the Disclaimer page. This means only the Cover Page and Table of Contents will not have an assigned page number.

Coming Soon

Finally, we’re adding Contributions to your Income and Savings reports, Fact Summary reports, and Fact Details reports.

This update will build on the work completed earlier this year that made it easier to model contributions to traditional IRA, cash, and taxable account contributions. Providing greater overall visibility into contributions and savings flows within your clients’ financial plans.

Stay tuned! There will be more changes coming to our Reports and Presentations next year! Questions? Give us a call at 888-362-8482 or send us an email.