This month’s features are in full bloom!!
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This feature adds a Life Insurance Gap Analysis solver to Decision Center, allowing advisors to optimize this variable in client plans without having to manually calculate the result or navigate away from DC to the reports area. This enhancement continues our efforts to streamline workflow for advisors by providing the most valuable functionality in Decision Center. The life insurance gap analysis solver identifies the gap in life insurance coverage for the client or spouse/domestic partner. The advisor is given the option to save the recommended additional insurance value as a new Plan or Fact. The advisor is also given the option to enter an alternative value for additional insurance and save that value along with an assumed growth rate for the insurance payout at the time of the death. Read more…
Questions? Allen Shaver, Josh Belfiore | Releasing April 25th
As part of our broader strategy to consolidate top used content and functionality from various parts of our tool into a singular workspace (Decision Center), advisors can now access the Holdings Gain/Loss report directly from the Decision Center with the same content, organized in a similar manner, to the Holdings Gain/Loss report which currently exists in the broader collection of reports. Read more…
Questions? Andy Stonefield, Josh Belfiore | Releasing April 25th
As part of our broader strategy to consolidate top used content and functionality from various parts of our tool into a singular workspace (Decision Center), advisors can now access the Account Summary report directly from the Decision Center with the same content, organized in a similar manner, to the Account Summary report which currently exists in the broader collection of reports. Read more…
Questions? Andy Stonefield, Josh Belfiore | Releasing April 25th
We have edited the text for several ToolTips/IntelliTips within select parts of Advanced Facts to make them shorter and more transparent for users. Our goal was to provide the most helpful context most concisely, eliminating scrolling ToolTips when possible. This simultaneously improves app transparency and accessibility. Read more…
Questions? Mikaela Rhoads | Releasing April 18th
Check out the full inventory here à Read more…
Questions? Pam Still | Released April 19th
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