This top user-requested feature provides advisors the ability to add SIMPLE IRA and Roth SIMPLE IRA account types into a plan just as they can any other account. Users can now fill out all information/contributions/details relevant to this account type and see its incorporation in a plan properly reflected through all relevant reports/parts of the tool just as any other account type. Read more…
Questions? Chandradeep Sama, Matt Rogers, Josh Belfiore | Releasing January 30th
The Secure Income report in Decision Center depicts a client’s expenses vs secure income sources (like social security, annuity income, etc) used to fund those expenses. The story is: what proportion of my overall expenses are being funded by income sources i can rely on (that are “secure”). This type of report is material to insurance companies re: secure income product sales and contributes to enhancing / making Decision Center more relevant and attractive to those focused on insurance/annuity sales. Read more…
Questions? Anand K., Josh Belfiore | Releasing January 30th
The Life Insurance Summary report in Decision Center allows users to understand the total insurance coverage for the client along with a summary of individual insurance owned by the client/spouse. Like the Secure Income report, this report contributes to enhancing / making Decision Center more relevant and attractive to insurance-focused users. Read more…
Questions? Anand K., Josh Belfiore | Releasing January 30th
Within the change owner functionality in the admin tool to switch a client from one advisor to another, this enhancement keeps the advisor connections intact where previously they’d be lost.
Questions? Phillip Eastman | Releasing January 30th
This release includes APIs in support of savings, financial priorities, expense funding, search vault endpoint
Questions? Muhilan J., Sachin Bindal, Jay Jackson | Releasing between Jan 22 and Feb 2
Check out the full inventory here à Read more…
Questions? Pam Still | Newly available
The “build wealth” goal is being removed from advanced fact finder. Read more…
Questions? Sachin Bindal | Happening February 6th
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