Release - Deployed 9/19/2014


  • NEW Download a Plan's PDF from Plan Comparison Mode
  • Improved Team Filter on the Client List
  • Improved Plan Probability Refresh When Fees are Edited
  • Improved Tax Tab in Plans When Plan Wizard is Skipped
  • Enhanced the Alerts Batch Update User Experience
  • Better Allocation Glide Path Editing in Settings
  • 4 Plan Comparison User Interface Enhancements
  • Improved Warning Messages
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