New
By popular demand, we have added additional widgets to the Snapshot! You can now include the Investment / Concentration chart, Retirement / Stress test, and the Balance sheet summary chart.
More Snapshot updates
Retirement Analysis PDF controls
New
We've added the flexibility to select specific charts from the Retirement / Analysis when generating a PDF report for your clients. On the Report screen, click on 'Analysis' to customize the selection and order of the various charts and pages.
As part of this update, we have also given you the ability to add additional charts from the Savings and Retirement Details sections.
New trusts for real estate
New
We have added two new trusts for real estate assets: Qualified Personal Residence Trust (QPRT) and Irrevocable Grantor Trust. To model an existing trust, update the property Owner to 'Trust' and select the appropriate Trust type. The new trusts can also be proposed as part of the client's estate plan.
Altruist integration
New
We're excited to announce an integration with Altruist! This integration allows you to link account information held at Altruist directly to your client plans. For more information on how to set up the Altruist integration, please visit the Help Center.
New client titles
New
We have added two new titles "Hon" and "Mx" so that you can address your clients properly.
New Investment trust types
New
We’ve added two additional trust types that can be entered in the Profile / Net Worth when adding an investment account. The Charitable Leads Trust (CLT) and Irrevocable Grantor Trust can be selected from the account type menu by changing the investment account owner to ‘Trust’. The two new trusts can also be proposed in the Estate / Analysis by adding a new Trust.
Snapshot formatting
New
You now have the flexibility to format text in the Dashboard / Snapshot text boxes. This includes the ability to add bold/italic fonts, bulleted or numbered lists, and hyperlinks.
Download Balance Sheet
New
We have added the ability to download the balance sheet details from the Dashboard / Balance Sheet screen. Click the download button to export the data shown on the screen to a .csv file.
Download holding descriptions
Improvement
When downloading the Investment / Holdings screen to .csv file, you will now see the description of individual ticker symbols included in the file.
Planning Access tab
New
You can now rearrange the order of modules within the navigation menu to customize the experience for each client! You will notice a new Planning Access tab for all of your clients in the Advisor Portal where you can drag and drop the various items. You can re-arrange the main categories, the individual items within each module, and customize the landing page when you first open the plan.
The existing functionality to select the modules that your client has access to has moved to the new ‘Planing Access’ tab so you can do everything on one screen. To learn more about the Planning Access tab visit the Help Center.