See More of What Matters: Expand Interactive Reports in Decision Center

Released May 12

Today’s advisors need clearer, more focused views of interactive reports during client conversations. This update delivers that clarity by giving you more space to spotlight charts and insights, supporting more efficient, confident reviews.

This update to Decision Center reflects our vision to create flexible, intuitive planning experiences that adapt to the conversation you’re having with your client, while delivering a more consistent experience.

Why This Matters to You

• Keep clients focused on insights by minimizing interface distractions during interactive report reviews.

What’s New

Decision Center now includes a collapsible left panel, allowing you to dedicate more screen space to interactive reports when needed.

How It Works

• When you open Decision Center, you’ll see a new collapse/expand selector on the right side of the Technique section header.
• Clicking the selector collapses the Technique panel, immediately expanding the chart area. You can restore the panel at any time with a single click.

Use This When…

You’re walking a client through interactive reports and want the visuals to take center stage, especially during live meetings where clarity and engagement are key.

Put This Feature Into Action

During your next client review, collapse the Technique panel to create a cleaner, more focused presentation experience. When you’re ready to adjust inputs or explore additional techniques, expand the panel instantly, without leaving the report.