June 2021 Product Release Updates

1. Enhanced Account Settings for Proposal and IPS

Users’ problems we aim to solve:

• “I need to show my clients which accounts are taxable and which are tax-exempt when I present the investment proposals.”
• “Each account can have its own model/strategy depending on the investment goals. I cannot generate proposals with only 1 matching model, in this case, I need blended models/benchmarks.”

About The Enhancement:

Save tax information and a matching model for each account to generate more tailored proposals. This new feature also allows you to generate proposals with blended models and benchmarks.

2. Investment Proposals With Advisor Fee Deducted

Users’ problem we aim to solve:

• “I want to present more transparent proposals with the managing fee deducted and have clearer communications with my clients”

About The Enhancement:

We allow advisors to add management fee to the proposals so that the platform calculates investment performances with the fee deducted.

3. Withdrawal Rate for Retirees

Users’ problem we aim to solve:

• “I want to show my clients personalized and realistic retirement scenarios – how much they can withdraw, and how long the fund will last.”

About The Enhancement:

“Sequence risk for retirees” in the proposal already visualized the best and worst-case retirement scenarios. We added a “withdrawal rate” to the proposal so advisors can generate personalized and realistic retirement scenarios for each client.