September 18, 2024 - Release Notes - Scenario Comparison Trends

Building on the recent release of our dedicated Scenario Comparison feature, you can now compare projections over time to see how different strategies play out across your clients' lives.

For instance, deferring CPP from age 65 to 70 results in a lower Estate After Tax if the client passes away before age 84, and then a higher Estate After Tax for all years beyond that.

You can access the new Trends functionality from the Scenario Comparison modal once you've selected the scenario(s) to compare.