Follow the latest feature releases, product improvements, and bug fixes.
You can now view the total probate tax and income tax saved based on the current estate distribution for each individual scenario.
You can now copy gifts within Joint and Designated, Initial Gifts, Balance of Residue from one scenario to another scenario.
You can now assign certain types of assets to the clients' estate within Joint and Designated assets.
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.
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.
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.
Two new reports are now available that can be used to export client scenario data in both a graphic and text-only representation.
A new report is now available that contains a summary view of the profile data entered for a specific client.
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.
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.
Now you can export all of the raw data associated with a particular client as a single JSON file.