This month, we implemented some of the top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.

Continue reading

The latest addition to Office Analytics, integration reporting, makes it easy for managers to see which integrations their teams use.

Continue reading

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.

Continue reading

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.

Continue reading

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…

Continue reading

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…

Continue reading

In this update, we’re implementing Advisor’s top suggestions for the Transactions area of the Spending tab – improving usability and expanding filtering capabilities.

Continue reading

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.

Continue reading