Release - Deployed 4/29/2014


  • Institution Search Modal when Editing Education Goals in a Plan
  • New Allocation Section in the Plan Output
  • New Color-Coded Goals Graph in the Plan Output
  • Cash Flow in the PDF Now Shows Negative Values in Red
  • Hitting Enter in a Modal Now Saves the Modal
  • Hitting Shift + Enter in a Note Field Now Saves the Note
  • Improved Messaging when a Plan Needs to be Recalculated
  • Improved Messaging when a Plan is Incomplete
  • Administrator (Admin) Teams Design Improved
  • Other Admin Features Improved
  • Ability to Edit an Allocation Glide Path's Timeline


  • Bug when Changing Income Types in a Plan
  • Behavior when Copying Plan Elements
  • Safe Savings Rate (SSR) Inflation Tab Formatting
  • Corrected a Few Typos
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