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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