Resource Center

Product Release: April 2018

A quick summary of new features/updates from Advizr for April 2018

New Retirement Summary Headline

To more thoroughly convey your client’s progress toward a stable retirement, we enhanced the headlines on all of the Retirement Graphs. The default view now clearly shows if your clients’ assets will last through their life expectancy.

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These new headlines are now available under the OverviewRetirement Income and Monte Carlo graphs to better inform your clients throughout the planning process.