- Ability to add new insurance policy from Profile>Net Worth section.
- Asset class Editor User Interface enhancements, including ability to filter the selected asset class indices for easier navigation.
- Change to the Annualized return and standard deviation location in the Custom Value interface.
- Enhancements to system notifications including maintenance alerts, expired subscriptions, copied plan incomes.
- Changes to Tax titles, from “Tax” to “Federal Tax”.
- Ability to choose how to incorporate fees on cashflow; distribution or reduce net return. For more information, pleases click here.
- Ability to upload the death benefits summary via CSV. When user clicks "view reports" for an insurance input, it shows a table of death benefits related to the insurance, we now allow user to download to CSV, make changes to the numbers and upload.
- Update Morningstar to retrieve data from all share classes.
- In SSR plans, added the marginal taxes tab to the tax plan card.
- Client Portal (beta) User interface updates
- Marginal Tax defaults, AGI & Effective tax rate calculation updates
- Allocation pie charts colors and formatting
- Fixed a bug that would not allow you to delete archived clients.
- Fixed Profile Completeness status bar
- Various Bug Fixes