Our monthly newsletters and blog share the latest financial planning software news, events, planning articles, and tech tips.


April 2017  

  • Planning Notes: Silver Improvements Survey Results & Upcoming Changes
  • Software News: TOTAL Online's What-If Beta - Reports in Testing
  • Events: State Tax Updates in TOTAL Online - Thursday, April 20th
  • Tech Tip: 2017 State Tax Information / Entering State Taxes in TOTAL Desktop Edition 

March 2017  

  • Planning Notes: Accounting for the Impact of Taxes in Planning Projections
  • Software News: Silver Desktop Edition - Failing to Respond Resolved
  • Events: Silver - Vote for Your Top Improvements
  • Tech Tip: Converting a Rental into Residence in TOTAL

February 2017  

  • Planning Notes: Top Client Services - Retirement Income & Financial Planning
  • Software News:  New Asset Allocation Override Option in Silver
  • Events: Update Notifications for Desktop Editions are On
  • Tech Tip:  Ins and Outs of Stock Options & Taxation Flowchart

January 2017  

  • Planning Notes: 2017 Tax Changes & Updates Available Now
  • Software News:  January 2017 Tax Updates
  • Events: TOTAL Online's What-If Beta Update
  • Tech Tip:  Updating the Desktop Edition


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