Feature Requests

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

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

Need to include additional account types: -Defined Benefit Plan -Defined Contribution Qualified Plan (pre-tax but non-401k/403b/457) -RSU -NQSO -ISO ESOP -After-tax annuities -Trust Account There are probably other types I'm not thinking of, but these are types that exist within my client base.

There doesn't seem to be a good place to list these sorts of things. I have a client with a legitimate six (maybe seven) figure art collection. Need a place to include it on the balance sheet.