Release - Deployed 10/14/2017


  •  Ability to add or remove page number display in a plan.


  • Fixed issue with the comparison tool. Fixed the discrepancy between the comparison view income graphs and the correct data.
  • Fixed issue where when making changes within Plan Comparison the new probability score does not appear in the Plan tab.
  • Fixed issue when the system notification message to allow message to be dismissed by users.
  • Fixed issue with the Correlation Matrix. Some of the values did not match the correct column/row headers.
  • Various bug fixes with Black Diamond & Blueleaf integrations.
  • Fixed an intermmitent error when trying to save new reports with new clients.
  • Fixed issue with the bell curve not appearing in report output on the allocation page and plan compare.
  • Fixed error with effective tax rate.





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