- New Insight – Goal Priority Analysis
- Goal and Expense Prioritization
- Sweep Surplus Income to Pay Down Debts
- Home Screen - Privacy Mode Option for Display of Client List
- Save and Add Another
- Negative Percentages Allowed for Modelling Leveraged Asset Allocations
- Changes to the Entry of Persons in a Plan **Canada**
- Reports - Improvements Make Estate Analysis Detailed Report More Concise
