Oh the weather outside is frightful, but these features are….so delightful!
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The total taxes view in Decision Center gives visibility into clients’ taxes and allows Advisors to easily see the impact of plan changes on taxes. This feature compares the total taxes for the Plan to Base Facts to help Advisors try out changes in a Plan and easily understand the impact on taxes. This builds on the work being done by the Simulation team adding Roth Conversions as a fact and technique, as the total taxes chart can be used to see how adding a Roth Conversion to a Plan will impact both plan success as well as year by year taxes. This also represents the first time tax-related content is being brought into Decision Center, eliminating the need for users to do work in DC but then jump elsewhere in the tool to assess the impact to the client’s tax situation. Read more…
Questions? Josh Belfiore, Matt Rogers, John Costello | Releasing December 6th
This feature introduces a new goal module within Foundational Planning: a client’s leave to heirs goal. Read more…
Questions? Sachin Bindal, Josh Belfiore | Releasing December 6th
This work represents a minor aesthetic change within the Foundational Planning UI. We’ve renamed the “Active Plan” button within the side by side comparison to “Comparison Plan” to better align with what the functionality actually does. Read more…
Questions? Sachin Bindal, Josh Belfiore | Releasing December 6th
To provide greater visibility and much-needed context when multiple users work on resolving the support issue, Email History will be available on our connections support cases on December 6, 2022. Each email under Email History will show the date and time of both outgoing and incoming messages, and users can click on each message to view the full email text. Read more…
Questions? Allen Shaver | Releasing December 6th
The feature is a backend change that improves the utility of the existing Connection Status Report for Admin users. Admins will be able to see the cobrand associated with a connection which was not possible to differentiate in the previous versions. The percent ok data will also now be displayed with one decimal point of accuracy instead of rounding to nearest integer (for example will show 99.6% instead of 100%) to make it more clear if there are connections with errors.
Questions? Allen Shaver | Released December 6th
Check out the full inventory here à Read more…
Questions? Pam Still | Released October 25 – November 29
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