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 provide to clients.
The new Cash Flow Overview view will help to:
- Streamline your planning process
- Assess a client’s retirement expenses and sources used to fund them
- Increase client engagement through an interactive experience
The Cash Flow Overview will be the foundation for future Decision Center enhancements, that will empower you to help your clients achieve their financial goals with the most comprehensive, efficient, and collaborative planning-led platform.
Check out a sneak peek of the Cash Flow Overview view in the Decision Center below.
Note: This image demonstrates the basic look and feel of the Cash Flow Overview view, but is not representative of how it will appear in a real financial plan.
Stay tuned for more information about this upcoming release!
