You now have the ability to include the Probability of Success chart and Action Items for plans of your choosing when generating a PDF report.
In the Report tab, click on the Retirement / Analysis section to open additional controls where you can toggle the new 'Select Plans' switch to select the plans that will print in the report. This feature allows you to compare up to 4 probability of success charts per page.
To learn more about customizing reports, visit the Help Center.
The Actual Liquidity calculation now includes the value of Morningstar-recognized money market funds held within a taxable investment account.
Firms can now set up shared templates for the PDF report, Planning Access, and Snapshot. Firm templates set up in the Admin portal / Firm tab will automatically be available for use by all advisors in the organization.
Starting today, your RightCapital account can only be logged in from one browser at a time. If another session is opened using a different browser or device, your previous session will be logged out to keep your data secure.
We've increased the maximum number of annuities and trusts that can be entered or proposed within a financial plan to 50.
You can now customize the name that appears on the PDF report cover page using the Report cover display name field, which can be found in the Advisor Portal / < gear> / Account / Profile tab.
We have added the flexibility to model scenarios where your client may purchase an insurance policy at a future date. When proposing a new life insurance or long-term care policy in the Retirement / Action items, you can now specify the purchase year. To learn more about using action items visit the Help Center.
The Firm tab which was previously accessed from the main advisor portal screen has moved to the Admin Portal. To access the Firm tab, navigate to the Advisor Portal / 'gear' / Admin tab. The Admin Portal can be accessed by the firm's super admin.
We've added the ability to capture any deceased spousal unused exclusion (DSUE) your client may have from a previous marriage. To add this new action item go to the Estate / Analysis and click the 'Edit' button
We've added two new charts in the Tax / Distributions / Comparison tab to illustrate the impact Roth conversions have on your client's Required minimum distributions and amount of Federal tax paid. To learn more about our Distribution and Conversion tool visit the Help Center.
