Enhancements
* Breakdown of goals in output of the plan comparison
* Improved buttons when viewing a plan and the plan output
* UX improvement on the client list sort
* Cleaned up the Add a Task UI and better client sorting
* NEW Add a Plan button when viewing an existing plan
* Added Cancel button in the plan wizard
* Edits to asset allocations show the sum and difference of 100%
* Improved truncation of Risk/Return numbers in Allocations
* Better UX on Social Security estimator in client profile
* NEW auto-format for 10 digit phone numbers in profile
* Fixed timeline issue when removing goals from a plan
Comments