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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Advanced Analytics Updates: New Chart, Enhancements, and Export Template Updates

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…

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Asset Reallocation Technique | Foundational Planning

Foundational Planning allows you to establish planning-led relationships with more clients. With our latest enhancement, you can now easily demonstrate the impact of an asset reallocation strategy on a client’s overall plan and its probability of success. How does it work? To get started using the new Asset Reallocation technique, select your client and navigate to the Planning page….

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Foundational Planning: Produce More Plans, For More Clients, More Efficiently

Your clients have a broad range of goals and planning needs. To help you better meet those needs and to attract a more diverse set of clients, we’re excited to introduce Foundational Planning. Deliver more plans for more clients, more efficiently. That’s the philosophy behind our brand new planning solution — Foundational Planning. With our scalable…

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