What's New?
The latest product updates and historical release notes.
- What's New?
- April 16, 2025 - Release Notes - Life Insurance Needs Analysis Enhancements
- March 24, 2025 - Release Notes - Disability and Critical Illness Insurance
- February 27, 2025 - Release Notes - Taxable Income Details and Calculation Improvements
- February 5, 2025 - Release Notes - Capital Gains Inclusion Rate Changes Deferred
- December 31, 2024 - Release Notes - Financial Data Updates and Life Insurance Input Pages
- November 27, 2024 - Release Notes - Life Needs Analysis Enhancements
- November 7, 2024 - Release Notes - Planning page and Chart updates
- October 30, 2024 - Release Notes - Adjusting Debt Interest Rates
- October 15, 2024 - Release Notes - Exporting Scenario Comparisons
- September 18, 2024 - Release Notes - Scenario Comparison Trends
- September 5, 2024 - Release Notes - Scenario Comparisons and Updated Scenarios List
- August 19, 2024 - Release Notes - Capital Gains Inclusion Rate Settings, and Client IDs
- August 1, 2024 - Release Notes - French Language and Formatting, and Joint Incomes.
- May 2, 2024 - Release Notes - SnapShots, Report Builder, and 2024 FP Canada Guideline Assumptions
- April 22, 2024 - Release Notes - Capital Gains Inclusion Rate Settings
- March 6, 2024 - Release Notes - Improved Terminology and Workflows
- February 7, 2024 - Release Notes - The Report Builder
- January 1, 2024 - Release Notes - Financial Data Update for 2024