The Definition of Investments Has Been Standardized

We standardized the definition of investments to create a consistent experience between the Client Overview and Client Portal (Home and Investments pages). This change included updates to the values displayed by the Investments tiles. The new definition of investments includes the following account types: Taxable Qualified Retirement Roth IRA HSA 529 Annuities Deferred Compensation Cash (New…

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Enhanced Connections Support Process

The latest enhancements to the Connections support workflow make it easier than ever to track and resolve Connections-related issues. With this update, support issues are consolidated under the connection. This mean’s no need to create multiple tickets and search the responses for the answers you need. We’ve streamlined the reporting process. Now, when you click…

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New Cash Flow Overview in Decision Center Coming Soon

Soon, you’ll be able to have interactive retirement income conversations with your clients right within the Decision Center. Decision Center is designed to help you collaborate with your clients and demonstrate how their decisions impact their financial futures. By popular demand, we’re adding a new Cash Flow Overview view to help increase the value add you…

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