Taxable and Cash Account Contributions Tab – Available Now

Now it’s easier than ever to quickly enter contributions for Taxable and Cash Accounts. With the new Contribution tab, we’ve eliminated the need to model contributions for these accounts via Transfer Flow. How do I add Taxable and Cash Account Contributions? To enter contributions from Basic Facts, simply go to the Savings & Contributions section, click…

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Advisor Opportunity Reports Discontinuation – Coming Soon

The Analytics platform allows you to sort, filter, and customize your data so you can take action on opportunities. And soon, you’ll have access to a more robust Analytics platform with improved data from the Advisor Opportunity Reports. Starting on September 18, we’re transitioning the data already available in your Advisor Opportunity Reports to Advisor Analytics so you can find meaningful insights…

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