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  3. April 2021 release, new features, updates

April 2021 release, new features, updates

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  • 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

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