New Features & Improvements:
- Six New Proactive Alerts!
- Improved Alerts Navigation
- Added Annualized Returns Estimate of Allocation Models
- Replaced Average Return with Annualized Return in the Plan Output
- Improved Appendix of the Plan Output
- Enhanced CSV Account Import to Accept More Abbreviations
- New Ignore Feature on Alerts
- Improved Liability Data Fields
- Auto-Calculated Liability Balances Now Pull into the Net Worth Report
- Improved Batch Resolve of Alerts
- Improved Logic on Inflation of Distribution Percentiles in SSR Plans
- Improvements to the Alert Generator
Fixes:
- Plan Name Bug in the Plan List
- Fixed Life Insurance Calculator Issues with Manually Entered Values
- Fixed on Demand Refresh of the My Alerts Widget
- Fixed Bug in SSR Plan when Created with an Allocation Glide Path
Comments