Unlike the stock market, this feature release is all positive!

Recording of Presentation

Want to add someone to the ‘Feature Release Group’ email distribution list so they can receive these emails and invitations to our upcoming monthly presentations?  Simply submit a ticket on Service Now.

PLANNING PRODUCT

2022 State Income Tax Updates

Regular updates to state income taxes based on changes from the previous tax year other than basic increases for inflation. Read more… (Internal-Only Spec)

Questions? Martin Zhao, Josh Belfiore  |  Releasing June 1^st, due to holiday (Tentative)

2022 Estate / Inheritance Tax Updates

Regular updates to estate and inheritance taxes. Read more… (Internal-Only Spec)

Questions? Martin Zhao, Josh Belfiore  |  Releasing June 1^st, due to holiday (Tentative)

Creating Consistency with Use of the Words “Scenario” and “Plan” Within the App

Currently, within our tool, we use the words “plan” and “scenario” interchangeably. We’re looking to bring consistency to the verbiage we use by replacing select instances of the word “scenario” with “plan”. Read more…

Questions? Karen Davie, Josh Belfiore  |  Released May 3^rd  

ADA Compliance for Balance Sheet, Detailed Balance Sheet, Fact Summary, and Fact Details Report Families

This specific feature caters to incremental updates done to the Balance Sheet, Detailed Balance Sheet, Fact Summary and Fact Details reports, to improve readability and consistency and also make them accessible per ADA standards. Note: the pie charts on the balance sheet have been relocated from the bottom of the report to the top of the report to be consistent with how we depict the balance sheet elsewhere in the tool.  Read more…

Questions? Anand K., Josh Belfiore  |  Releasing May 31^st 

INCENTIVE PRODUCT

Automated Adoption Emails

Firms rolling out Incentive access to users will now have the ability to have automated follow up adoption emails be sent to potential users. When released, this feature will send follow up emails to user who have received an invite but have not yet created in account. Follow ups will occur 3 days, 7 days, and 21 days after an initial invite email is sent.

Questions? Chris Grant   |  Released May 3^rd

SHARED SERVICES – AGGREGATION

Advisor Connections Dashboard Performance & Usability Improvements

The new Connection Dashboard is not a complete redesign, but an iteration on the existing page. The two major changes are: (1) Not displaying Connections on page load if the user has more than 200 total, and making enhancements to filtering to support that, and (2) Moving to a single data table with no repeated connections instead of the current multiple-table interface. Read more…

Questions? Allen Shaver   |  Releasing May 24^th

78 New Client Connections since 4/27/22!!  USERVOICE

Check out the full inventory here à  Read more…

Questions? Pam Still   |  Released April 27^th – May 16^th 

BE ON THE LOOKOUT FOR….

• Max Retirement Spend Solver
• Monte Carlo Solver Option for DC Solvers
• Modernization and ADA compliance for Decision Center, Goal Planner, and other Reports for EMA
• Roth Conversion Enhancements