Feature Requests

Some employers make flat contributions to retirement or HSA accounts, which are not dependent on the employee making a contribution. Would be great to track this and have it feed the retirement calculator.

Integrate with Wealthbox to sync client contact information, notes, and tasks

It would be great to have the ability to "print" different pages to PDF. An example would be the goal mapping page. It's a powerful visual to be able to pass along to clients. If not, it would be nice to be able to add it to the templated pages that we can create as outputs for the client.

Many employers will kick in $ for HSAs, which can be meaninful savings over time if the client is using HSAs for retirement savings

Projection of retirement income

This will allow for more granular variable control and partial retirements.

Mobile app (iOS and Android) for clients to: view plans, upload documents link accounts Advisors can: view client and plan information manage/assign tasks

Integration with https://www.slant.app/ to sync household information, tasks, notes, and account information.

Wondering if there is a way to add an automatic time and date stamp on added notes and a lock on editing past notes so that notes could be used for compliance purposes if needed.