We've added the ability to add new Income, Expense, and Savings action items directly from the Retirement / Analysis screen. To add new items, click the 'Edit' button in the Action Items section and use the 'Add New Items' option to select the type of item you wish to add. You can enter all the information for that new item and click 'Save' to add the item and incorporate it into your plan.
We have implemented some significant changes to the account aggregation process. When clicking the 'Link Account' button clients will now be presented with a new interface designed by our aggregation partner, Yodlee. This interface features:
We hope these updates improve the aggregation experience for you and your clients!
For clients with existing irrevocable investment trusts, or where you are proposing such trusts as part of the Estate analysis, you can see the year-over trust values on a new 'Trust' tab on the Estate / Analysis screen.
To allow you to better review and discuss estate options with your clients, we've made some enhancements to the Estate / Analysis screen:
We've added the following trust types as options when adding an investment account on the Profile / Net Worth screen: Grantor Retained Annuity Trust (GRAT), Qualified Terminal Interest Property Trust (QTIP), Spousal Lifetime Access Trust (SLAT), and Intentionally Defective Grantor Trust (IDGT). You can add the new trust types by changing the investment account owner to 'Trust' and selecting the appropriate account type.
We've made it a lot easier for you to propose new action items to your clients! You can now create new goals or insurance policies directly from the Retirement / Analysis screen to show the impact those options could have on a proposed plan.
To add new items, click the 'Edit' button in the Action Items section and use the 'Add New Items' option to select the type of item you wish to add. You can enter all the information for that new item and click 'Save' to add the item and incorporate it into your plan.
For more information, please visit the Help Center, and stay tuned, we'll be adding additional new items in the near future!
If you're presenting directly to clients or wish to see what your client will see, you can now open your client's plan in Client Access Mode. Simply click the arrow on the right of the Open Client button.
When a plan is opened in Client Access Mode, you will only see the menu options you have granted your client access to on the Client Access screen, but you'll still have the ability to update your client's plan as you go. In addition, the Intercom messaging system will be hidden so that messages from our support team don't interrupt your presentation. See the Help Center for more information.
You can now illustrate Roth conversions and other distribution options on different plans from the Tax / Distribution screen. You can use the drop-down box on the Calibration tab to select which plan to use, including the Current, Proposed, or any additional plans you add. Results on all tabs will reflect the chosen plan.
We've added the ability to add a home improvement goal, which allows you to link a goal to a specific property. In addition to the home improvement expense, you can indicate via the 'Added value %' field how much the property value will increase when the improvement is complete.
You now have additional options for when distributions from HSA accounts begin. You can specify distributions to start at a specific age or in a specific year by updating the 'Health Savings Account distributions' setting on the Gear / Settings / Methodology tab.
