Enhancements:
- Two (2) Week Trial Period Extension for New Users that Complete an Integration with One of Our Partners
- Ability to Save Plan Templates for the Clients of Another Advisor that is in Your Same Firm (Must have Firm-Wide Access)
- Financial Plans - Dividend Tax Drag is Now Applied to All Asset Classes
- Safe Savings Rate (SSR) Plans - Contribution & Distribution Schedule is Now Included by Default in the SSR Plan Output
- Life Insurance Calculator - Improved Display of Policy Expiration Dates
- Minor Copy Edits
Fixes:
- Client Errors Specific to Dual-Registered Firms
- Firm Administrator - Bug Related to Unlocking a User
- HELOC Calculator was Displaying an Error on Calculation
- Corrected the Color of Alert Priorities in the My Alerts Widget
- Isolated Error when Adding Management Fees for a Client
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