Classic Experience Sunset and Client Experience Updates

Streamline Your Experience with Modern Planning and Client Workflows

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.

On-Demand Training Sessions

To help you prepare for these upcoming experience changes, join one of our live training sessions:

Transitioning to Plan Comparison for Goal Planning

Learn how to transition from the legacy Goal Planning experience to Plan Comparison and get tips for working within the updated workflow.

View the on-demand webinar →

Foundational Planning Is Moving to the Updated Experience

Get an overview of the updated Foundational Planning experience and learn what to expect before the transition.

View the on-demand webinar →

Why This Matters to You

• Reduce complexity by removing outdated and redundant workflows
• Create a more consistent and intuitive experience across planning and client interactions
• Enable continued investment and innovation in modern workflows and client-facing tools

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

• Access to classic versions of the following planning experiences will be removed:
  • Needs Analysis
  • Goal Planner
  • Foundational Planning
• The ability to switch between classic and current experiences will no longer be available

Effective December 2, 2026

What Remains

• The current (modern) versions of all planning experiences remain available
• Planning workflows, data, and functionality continue within these updated experiences

Actions to Take

• Begin working exclusively in the current planning experiences
• Save or download any classic Needs Analysis reports you want to retain before the sunset date

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

• The streamlined onboarding experience will become the standard onboarding workflow for new clients
• The ability to use the legacy onboarding experience will be retired

Why This Matters

• Delivers a guided, intuitive client experience that simplifies onboarding and data entry
• Improves data accuracy and completeness from the start with structured inputs
• Drives stronger client engagement through a modern, easy-to-use experience

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

• Lead Capture will be retired from the current Client Portal experience
• A reimagined prospecting experience is coming to Premium Client Portal, with enhanced capabilities to better support advisor growth

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:

• Higher-quality leads with more structured, actionable data
• Improved efficiency through better qualification and prioritization
• A more modern, connected experience aligned to the full client journey

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

• Begin transitioning workflows to the current planning and onboarding experiences
• Review any reliance on legacy Lead Capture workflows and monitor upcoming enhancements
• Stay up to date on future client experience updates as new capabilities are introduced

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.

*Please note, this change may not apply to firms that have Lead Capture included as part of their contract.