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Updates

Follow the latest feature releases, product improvements, and bug fixes.

2020

Enhancement
March 12, 2020

Model impact of applying multiple wills on estate distribution

You are now provided with a checkbox within the client scenarios page that allows you to model the impact that applying multiple wills will have on the current estate distribution for a specific client.

2019

Enhancement
Dec 9, 2019

Show amount of probate and income tax saved

You can now view the total probate tax and income tax saved based on the current estate distribution for each individual scenario.

Feature
Nov 30, 2019

Ability to copy gifts from one scenario to another

You can now copy gifts within Joint and Designated, Initial Gifts, Balance of Residue from one scenario to another scenario.

Enhancement
Nov 27, 2019

My Estate is now an optional beneficiary for Joint and Designated assets

You can now assign certain types of assets to the clients' estate within Joint and Designated assets.

Enhancement
Nov 5, 2019

New system documents and Balance of Estate macros

All customers are now provided a set of out-of-the-box system documents and Balance Of Estate macros. These documents and macros are managed by us and updated on a continual basis to keep up with new features and legislation changes.

Enhancement
Aug 2, 2019

User defined charities made available across firm

Charities that have been added by a user within your firm will now show up as predefined options within beneficiary inputs for other users within your firm.

Feature
May 31, 2019

Added support for client advisory alerts

You now have access to a set of advisory alerts that provide helpful hints and validation messages with respect to the current profile of each individual client.

Enhancement
Jan 4, 2019

Added text and graphic summary reports for client scenario data

Two new reports are now available that can be used to export client scenario data in both a graphic and text-only representation.

2018

Enhancement
December 19, 2018

Client Profile Summary report now available

A new report is now available that contains a summary view of the profile data entered for a specific client.

Feature
December 16, 2018

Online questionnaire is now available

An online questionnaire has been added to the client onboarding process that provides a simple and secure way for a client to define their personal and financial profile information on their own time.

Feature
October 4, 2018

Spouse clients can now be linked together

Linking two clients together will allow you to implicitly synchronize data between connected clients as well as take advantage of automatic synchronization for client profile information.

Feature
September 10, 2018

You can now export all data associated with a client as one file

Now you can export all of the raw data associated with a particular client as a single JSON file.

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