Release - Deployed 10/24/2014


  • NEW Password Notification
  • Improved CSV Client Import and Fees
  • Improved Wealth Over Time and Graph in Plan Output
  • Improved Income Chart in Plan Comparison
  • Improved Contribution Scenarios in Plans
  • Enhanced Existing Tooltips
  • Enhanced Auto Format for Phone Numbers
  • Enhanced Client Sorting
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk