Feature Requests

We need a general account type category to capture other types of tax-deferred accounts. I have clients with cash balance plans, deferred compensation accounts, or stock option plans that are all pre-tax dollars, but I don't fit into the existing account types. Perhaps you could include options for "other -taxable" and "other-tax-deferred" as catch-all categories. Another improvement would be having an option for retirement accounts that are split between Roth and Pre-tax. Many fidelity plans don't neatly separate Roth from Pre-tax investment holdings. They're just aggregated together. It would be a useful feature if there were another account type that allows the user to specify the % that is Roth vs. the % tax-deferred. I think Right Capital does something like this.

Add the ability to run various scenarios in the Goals tab. This will make it much easier to show the impact of shifting money and changing cash flows

A miscellaneous option (that can be titled however) for "where is my income going?" so that it could be used for generosity, tihing, one time purchase,

I would love to see fields under life insurance policies that allow for term length, date acquired, or even term end.

It would be great to add a one-sentence description of what each goal's parameters are. This could be created by the app based on calculator inputs, or just allow for the advisor to add a custom text. This custom text is probably the better option if the goal was set outside of the calculator or based on other parameters. For example: *Liquidity: "6 months of current spending" *Retirement: "Retire at age 55 with $260k of after-tax annual income in today's dollars" *Education: "4 years of undergraduate tuition, room & board at $40k per year of today's dollars" This would allow the advisor and the client to understand where the goal numbers came from at a glance.

Improve document extraction in the following ways: Allow for uploading a much higher number of documents Improve overall reliability

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.

I would love to see a space when inputting income where I could actually get a truer number to net income by adding in the total deductions (pre and post tax) so that cash flow is more accurate

Any chance you can pull in real estate pricing from Zillow (a la Monarch Money) for automatic updates?

The task list could us a bit of formatting adjustment. Mostly simple things like column headers, cell justification, etc. It would also be nice to be able to group tasks in various ways...by client, assignee, etc.