Like YTD sales, this month’s features are way above quota!
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This feature updates several areas of the advisor site and the entirety of the Decision Center application to the Simple Premium aesthetic. In addition to more modern user experience, several improvements to Decision Center user experience are introduced. Read more… Decision Center Uplift Release.mp4 (~6min video about the uplift).
Questions? Allen Shaver, Josh Belfiore | Releasing July 30 to EMA and August 14 to partners
This feature introduces support for indexed annuities/RILA’s (annuities whose return is based upon the return of an index) and their various provisions designed to reduce risk (for example floors, caps, buffers, etc). Read more…
Questions? Chandradeep Sama, Josh Belfiore | Releasing July 30
This release introduces web components that allow users to view and interact with their financial planning data. The components are built using the Web Components standard, which allows them to be used in a wide variety of web development frameworks and environments. Read more…
Questions? Alexis Tiensivu, Jay Jackson | Available since June 28
Check out the full inventory here: Read more…
Questions? Pam Still | 6/18/24 – 7/24/24
Objective: Advisor and end-client feedback on three directional Explore Mode 2.0 concepts with varying levels of complexity and end-client plan interaction. Advisor Report, Advisor Highlight Video (~7 min), End-client Report
Questions? Cara Woodland, Julie Strubel, Alex Mauritz
Objective: Measure the value, metrics, touchpoints and delivery of collaborative planning. Report – Summit Research Collaborative Planning – Planning Better Together – MR – June 2024.pptx
Questions? Cara Woodland, Julie Strubel, Alex Mauritz
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