Enhancements
- Update to our 2017 pricing table
- Documents are now available as a sharing option in client portal
- Empty sections in the net worth report are now removed from PDF output
- Credit card logos are now added to payment screens
- Various other UI enhancements
Fixes
- Key dates are now importing properly when using the CSV upload
- Changing the client or co-client ages will now force a plan recalculation on any affected plans
- Editing an advisor model in the settings section will force a recalculation on any affected plans
- Allocation graphs in the report output are now appearing normally
- Deleting a co-client is no longer causing an error with affected plans
- Security weights for investment models are now adding up properly
- Annual distribution amount for SSR plans is now appearing as expected
- Future value toggle for SSR plans now functioning correctly
- Ability to un-assign a team member now working properly
- 90th, 50th, and 10th percentile information in plan comparison is now fully displayed
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