- New Safe Savings Rate (SSR) Planning Module
- New Document Management Feature
- New Fully Customizable Reports
- Added Branding Flexibility
- Updated Returns Data
- Added Automated Glide Paths
- Added Proactive Alerts
- Improvements to the User Profile
- New Automatic Liability Balance Amortization
- Added Teams Access Control
- Added Client Segmentation
- More Life Insurance Calculator Improvements
- Social Security Calculator Improvements
- Multiple User Interface Enhancements and Improvements
Wow!
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