The summer release of TOTAL Planning Suite is available, and a new release means some great new features! The new features are a direct result of customer feedback. Please share your ideas for new features using the button at the bottom of this article.Comparison Reports
Have you ever wanted to compare planning scenarios, but not have to run two different reports? Now you can with the new comparison reports feature!
Planners can clearly illustrate how a few key changes can affect the client’s retirement projection with ease using the new comparison reports.
TOTAL Planning Suite now offers new four report pages in both Easy Money and Golden Years, which demonstrate key differences between two plans. The reports provide a side-by-side comparison of the impact on retirement capital for each plan.
Be on the lookout of our next blog post, which will be dedicated to this new feature.
Retirement Age Solve
What age can I retire? That is a common question clients’ ask of their planners. Well that question is now faster to answer in Easy Money.
A retirement age solve is the latest addition to Easy Money’s shortage solutions.
If the clients are not reaching their retirement goals, the program will provide solutions to the shortfall, including:
- Increased Rate of Return
- Additional Savings
- Delayed Retirement Age
View the shortage solutions on the Retirement Summary (A2a) and the Retirement Capital Analysis (C4).
Let us know how you would like us to continue to improve TOTAL Planning Suite:
