PortfolioAnalyst 2024 Release Notes

Retirement Planning generally involves more than one individual. We have now added support for additional user profiles within the Retirement Planner.

To learn more about adding additional profiles to the Retirement Planner, visit the user guide.

Property is often an important piece of a retirement planning. We have added support for Other Asset account types to support Zillow accounts.

We start the year off by introducing a new tab with PortfolioAnalyst called Planning. The Planning tab will be the home for current and new planning tools our clients may use to plan the various aspects of their financial journey. The existing 'Allocation Goals' tool will be moved underneath the Planning tab.

We also introduced a brand new exciting tool called the Retirement Planner which will help users better understand their Retirement Outlook.

To learn more about Planning tools and the Retirement Planner, visit the user guide.