Unlike some people’s Spotify Wrapped, this month’s features are worth socializing!
There is no recording this month. For the 2024 feature release summary page, click here.
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The Cash Flow Insurance Premiums report in Decision Center expands on our existing reports available in the Cash Flow report family by allowing advisors to view the year by year breakdown of cash outflows of insurance premiums, across all insurance policy types. This contributes to our suite of expanding insurance content and functionality in Decision Center. Read more…
Questions? Anand K., Josh Belfiore | Releasing Dec. 5, 2023
This feature creates an easier, more intuitive institution search experience for users. Previously, if the user did not enter the institution name or URL exactly as defined in Nexus, no results would show and/or cause the user to believe no connection is available. This enhancement provides users with an experience more in line with expectations for how a modern search engine works, by showing a range of results. Read more…
Questions? Ashley Valle, Maddie Mason | Releasing late December
This release includes APIs in support of Balance Sheet, Holdings Summary, Longevity Risk, and Planning Techniques.
Questions? Muhilan J., Jay Jackson | Releasing Dec. 9, 2023
Check out the full inventory here: Read more…
Questions? Pam Still | Released Oct. 24- Nov. 29, 2023
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