The summer release of TOTAL adds new features and updates to improve your planning experience! This post focuses on improvements to the report visuals. An earlier blog post focused on the new feature to explore the Social Security Strategies available to your clients.
The report updates include design changes to the cover page, divider pages, graphs and illustration shading in Easy Money and Golden Years. The updated graphs display information more effectively making them easier to interpret and compare.
The Easy Money and Golden Years reports featuring the new look are presented below for a quick review.
Easy Money – Updated Report Pages:
Golden Years – Updated Report Pages:
Remember you can define the report font and color to reflect the style of your practice. For more information on changing the font settings for the reports, review the Cover Page Customization in TOTAL blog post.
You can also view the updated report pages, as well as the pages prior to the update for Easy Money and Golden Years. The PDFs include the main report cover, divider pages, and graphs.
| Easy Money Reports: | Updated | Pre-Update |
| Golden Years Reports: | Updated | Pre- Update |
If you have any questions about TOTAL and the newest Social Security feature or report updates, please do not hesitate to contact our support team for immediate assistance.
