Now it’s easier than ever to manage holdings on an individual client level. Building off our recent release and based on your feedback, we added the All Holdings page to the Advanced Fact Finder. So you can quickly manage and ensure the accuracy of client holdings from within the Advanced Fact Finder. The new All Holdings tab…
The Decision Center is designed to help you collaborate with your clients and demonstrate how their decisions impact their financial futures. With the new Cash Flow Overview, you can increase the value you provide to clients by having an interactive retirement income conversation right within Decision Center.
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…
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…
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…
This month we’re releasing a wide range of updates to our Advisor Analytics platform, including a new chart, multiple enhancements to our Liabilities charts, and a new field in our Client Export template. New Chart: Clients By State The new Clients by State chart makes it easier than ever to break out your clients into targeted groups…
