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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

Categories

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  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
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  • Assets and Debts
  • Contributions and Withdrawals
  • Working with Scenarios
  • Client Reports
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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