- New Trends Dashboard Widget
- Added Trends Comparisons
- Manage Advisor Teams via Firm Administrator
- Added inStream User Profile
- CSV Account Import
- Shortfall Analysis for Monte Carlo
- Higher Education Institution Tuition and Fees Search
- Enhancements to Client/Co-Client Search
- New Life Insurance Tracking Calculator
- New Mortgage Comparison Calculator
- New Home Equity Line of Credit (HELOC) Calculator
- Improved Life Insurance Needs Analysis Calculator
- New Human Life Value (HLV) Analysis Calculator
- New Long-Term Care (LTC) Calculator
- Social Security Estimator Calculator
- Social Security Optimizer Calculator
- Introduced Required Minimum Distribution (RMD) Calculator
- Amortization Schedules with Automatic Mortgage Balance Updates
- Continuation of Performance Improvements and Upgrades
More to Come!
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