We’re continuing to invest in enhancements that help advisors simplify workflows, deliver advice more effectively, and create engaging client experiences.
This month’s updates include Smart Presentation Templates in Decision Center, which help turn planning recommendations into client-ready conversations, along with a variety of additional improvements across planning and client experiences.
Watch the video below to learn more about our product vision, then explore what’s new.
July Updates
Remind me of all recent updates from last quarter!
Released July 29
Creating a financial plan is only part of the advisor journey. It’s just as important to communicate recommendations in a way clients can understand and act on.
Smart Presentation Templates in Decision Center automatically generate a curated set of reports based on the strategies and techniques included in the plan. Instead of manually building presentations, you’ll receive a ready-to-use set of reports designed to support your recommendations and help turn complex analysis into a clear, focused client conversation. This is another step toward our vision of helping advisors move seamlessly from plan creation to plan delivery.
Why It Matters to You
What’s New
Smart Presentation Templates automatically generate a curated set of reports based on the strategies and techniques included in a CoPlanner plan. The selected reports are designed to help advisors communicate plan recommendations and changes in context, creating a more focused and effective client presentation.
How It Works
After generating a plan with CoPlanner, Decision Center automatically assembles a presentation with relevant reports tied to the recommendations within the plan. Rather than manually searching for and selecting reports, you’ll have a presentation ready to support your discussion with the client.
You can also generate a Smart Template for manually created plans by selecting Generate Smart Template through the Mode drop-down menu.
Use It When…
You’re preparing for a client meeting and want to quickly turn planning recommendations into a clear story that helps clients understand both the strategy and its impact.
Get Started
Generate a CoPlanner plan and review your automatically created Smart Presentation Template before your next client meeting.
Released July 29
Your clients’ first interactions with the Client Portal often happen through email. Updated onboarding and notification emails bring a more modern look and feel to these interactions, with improved readability, firm branding support, and a more consistent client experience.
Why It Matters to You
What’s New
We’re replacing legacy Client Portal email templates with updated versions, including refreshed onboarding and notification emails, enhanced branding support, and improved readability.
How It Works
Updated email templates deliver a more modern, polished experience for clients. For Premium Client Portal users, emails will also automatically reflect Client Portal branding and color themes, helping create a more consistent experience across client communications.
Use It When…
A client receives a portal invitation, completes registration, or receives a Client Portal notification.
Get Started
No action is required. Updated email templates will automatically be used for Client Portal invitations, registrations, and notifications.
Released July 29
The Premium Client Portal mobile app helps clients stay connected to their financial information anytime and anywhere. To make it easier for clients to discover and engage with the mobile experience, we’re introducing targeted mobile app promotion opportunities within the Premium Client Portal.
These enhancements are designed to help increase awareness of the mobile app and encourage adoption among existing Premium Client Portal users.
Why It Matters to You
What’s New
Premium Client Portal now displays targeted mobile app promotion opportunities that help clients discover, install, and engage with the mobile app.
How It Works
Clients with access to Premium Client Portal will see prompts and promotion opportunities within the portal experience that encourage them to download and activate the mobile app, helping them stay connected to their financial information across web and mobile channels.
Get Started
No action is required. Clients with access to Premium Client Portal will automatically see opportunities to discover and download the mobile app. This enhancement is available for advisors with Premier or the Premium Client Portal add-on.
Released July 29
Understanding who can access financial information is an important part of the Client Portal experience. We’ve updated Privacy Settings to provide greater clarity around data-sharing permissions and make it easier for clients to understand who has access to their information.
Why It Matters to You
What’s New
The Privacy Settings experience has been redesigned with two clearly defined sections:
Clients can also more easily dismiss the notification prompting them to grant or deny access to their data.
How It Works
Privacy Settings now organizes access permissions into separate sections, making it easier for clients to see who can access their financial information and what level of access has been granted.
Use It When…
A client wants to understand who can access their financial information or review data-sharing permissions within the Client Portal.
Get Started
Visit Privacy Settings in Client Portal to review the updated experience.
Released July 29
For many firms, the day-to-day management of the Client Portal happens behind the scenes. While advisors use the portal to strengthen client relationships and support prospecting conversations, planners and support staff are often responsible for maintaining settings and ensuring the experience runs smoothly.
Starting today, support users can access Client Portal Settings directly, making it easier for the teams managing the portal to support advisors and clients efficiently.
Why It Matters to You
What’s New
Support users now have access to Client Portal Settings and can manage portal configuration without requiring assistance from their advisor.
How It Works
Users assigned the support role automatically have access to Client Portal Settings. No additional setup or configuration is required.
Use It When…
A client needs a portal setting updated, and your support team wants to make the change directly without involving another team member.
Get Started
Log in as a Support user and navigate to Client Portal Settings to begin managing portal configuration.
Released July 29
We’ve updated the Organizer and Future Goals pages in the Client Portal to align with the current Client Portal design experience.
Why It Matters to You
What’s New
The Organizer and Future Goals pages have been updated with refreshed layouts and styling that align with the rest of the Client Portal.
How It Works
Clients will automatically see the updated experience when accessing the Organizer and Future Goals pages.
Use It When…
You’re guiding clients through the Organizer or Future Goals pages within the Client Portal.
Get Started
No action is required. The updated experience is available automatically.
Released July 29
Updates to the Vault introduce a more modern, consistent look and feel across key areas of the experience, aligning with broader platform design updates.
Why This Matters to You
What’s New
The Advisor Vault experience has been visually updated, including refreshed fonts, icons, and layout.
How It Works
Use This When…
Get Started
Open the Advisor Vault to experience the updated interface and manage client documents in a more consistent environment.
Coming Soon
Delivering intuitive, modern experiences requires continuous focus on the tools and workflows that drive the most value. Maintaining multiple versions of the same functionality can create unnecessary complexity and make it harder to navigate and support the platform.
As part of our ongoing investment in simplifying and modernizing both advisor and client experiences, select legacy workflows will be retired in favor of the enhanced experiences introduced over the past two years.
To help you prepare for these upcoming experience changes, join one of our live training sessions:
August 11, 2026 | 2:00 PM ET
Learn how to transition from the legacy Goal Planning experience to Plan Comparison and get tips for working within the updated workflow.
August 13, 2026 | 2:00 PM ET
Get an overview of the updated Foundational Planning experience and learn what to expect before the transition.
Why This Matters to You
Planning Experience Updates
Over the past two years, enhanced versions of Needs Analysis, Goal Planning (Plan Comparison), and Foundational Planning have been introduced, allowing users to toggle between classic and updated workflows during the transition.
What’s Changing
Effective December 2, 2026
What Remains
Actions to Take
Client Experience Updates
As part of continued investment in the client experience, select legacy workflows will also be retired while newer, more modern experiences are established as the standard.
Client Onboarding
A redesigned onboarding experience is being established as the default client onboarding workflow.
What’s Changing
Why This Matters
Lead Capture
Lead Capture has helped advisors connect with prospective clients and support early financial conversations. As we continue investing in a more modern, end-to-end client experience, we are evolving how prospect engagement is delivered.
What’s Changing
What to Expect
We are introducing a more advanced approach to prospecting that helps advisors attract, qualify, and engage the right clients more effectively.
This new experience will deliver:
Why We’re Making This Change
The current Lead Capture tool has seen limited adoption and no longer reflects advisor needs today. This update creates a stronger, more scalable foundation to support advisor growth.
How to Prepare
Putting It All Together
These updates represent an important step in simplifying the platform and focusing innovation on the experiences advisors and clients use most. By consolidating around modern workflows, we can continue delivering more intuitive, consistent, and scalable planning and client engagement tools.
Released July 29
More accurate tax assumptions help produce more reliable financial projections. A new Tax Basis field for Taxable and Cash Accounts in Needs Analysis helps ensure existing unrealized capital gains are properly incorporated into future tax calculations. This update applies to the Retirement, Life Insurance Gap Analysis, and Long-Term Care modules.