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Learn MoreExpanding on the recent Decision Center updates, we’ve added a new Custom Years setting for the Cash Flow Overview chart. This makes it easier than ever to zoom in on the time periods that are most important to your clients.
Custom years can be selected through the time frame menu or an interactive slider on the Cash Flow Overview chart.
The slider also has life event indicators for retirement and first death to provide much-needed context for custom time periods.
Stay tuned for even more Decision Center updates coming soon!