Looking for some father’s day gift ideas? Check out this month’s features!
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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 | Released June 1st
Regular updates to estate and inheritance taxes. Read more… (Internal-Only Spec)
Questions? Martin Zhao, Josh Belfiore | Released June 1st
This release includes two features: Maximum retirement spend solver and enhancing the UI for solvers, including the workflow for editing solvers. The max retirement spend solver allows users to solve for the max amount their clients can spend during retirement while still meeting their expense and leave to heirs objectives. The solver editing enhancements allow users to explore the interplay between solvers in a more streamlined manner. Read more…
Questions? Karen Davie, Josh Belfiore | Releasing June 21st
To more clearly explain parts of the facts experience, iTip text has been updated/added, thereby driving towards reduced call volume by users looking for an explanation.
Questions? Martin Zhao, Mikaela Rhoads | Released June 14th
This functionality will bring more analytics to the dashboard for a plan, allowing financial professionals the visibility into data their clients are seeing. Financial professionals need to understand, and feel confident in, the information which is being presented to their clients (participants and sponsors). Visibility into this information provides financial professionals with the data to better engage with plans and participants, respond to questions from participants, and report progress back to a plan sponsor. Read more (Part 1)… Read more (Part 2)…
Questions? Luke White | Releasing June 30th
Schwab has requested all of their vendors to switch to SAML for the authentication method by the end of June and this was solely a backend change for all installs. OTP is still utilized for Manage Clients and the Vault so no impact there.
Questions? Nancy Ding, Wayne Heilala | Releasing June 21st
The Brinker integration is sunsetting on 6/28, due to Orion’s acquisition and that the current Brinker software in the integration is no longer maintained. The integration is only on EMA and comms will be sent out in the monthly product newsletter. Note: The Brinker connection/data feed is NOT impacted and will still be available for users.
Questions? Nancy Ding, Wayne Heilala | Releasing June 28th
Check out the full inventory here à Read more…
Questions? Prabha Y, Wayne Heilala | Releasing June 21st
Check out the full inventory here à Read more…
Questions? Pam Still | Released May 24th – June 14th
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