This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.
The latest addition to Office Analytics, integration reporting, makes it easy for managers to see which integrations their teams use.
The latest Decision Center enhancement gives you the ability to define what timeframe is used in the Cash Flow Overview chart: pre-retirement years only, retirement years only, or all years.
We know that when you need information, you need it now. That’s why we’re upgrading our live chat functionality making it easier than ever to get the in-app support you need—when you need it.
We are making it easier than ever to deepen your client conversations. With the new Life Insurance Gap Analysis in Foundational Planning, you can demonstrate if your clients’ current life insurance and other resources adequately protect their families. Through four simple steps, you can collaborate with clients to address questions like: If something happens to me, will…
Our latest enhancements to Foundational Planning help you deliver more plans to more clients, more efficiently. New Plan Summary Page With our new Plan Summary page, we’ve made it easier than ever to show your clients their likelihoods of achieving their goals. The page streamlines your planning process by providing an interactive snapshot of a client’s current…
In this update, we’re implementing Advisor’s top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.
The next enhancement to the Cash Flow Overview will give you the ability to define what timeframe is used in the chart: pre-retirement years only, retirement years only, or all years.