Release Notes 2022.5 - Advisor Controls Success Center

Release Notes 2022.5

What’s New

Social Security Pro: A new tooltip was added next to the “Rate of Return/Discount Rate” slider for better understanding of how adjusting this value affects calculations and your client’s presentation.
Qualified Plan Concepts: A new prompt was added that allows you to specify whether you’d like to convert the full amount of a Roth IRA in one year, or spread the conversion over multiple years.
Life Goals: New text inputs were added to the Summary Page screen that allows advisors to type their proposed recommendations.
Life Goals: Advisors can now drag-and-drop to re-order the way that each summary goal appears on the Summary Page screen and printed report.
Retirement Plan Simulator: A new prompt was added to the Retirement Goals page that allows advisors to specify whether or not they’d like to reinvest excess cash each year after their client’s first retirement.

Cannex has been removed as a supported integration/integration partner. Affected products are Cash Flow Decisions, and Retirement Income Options.
Retirement Income Options has been removed as an included/supported product on the Advisor Controls platform. RIO cases can no longer be modified, viewed, or printed. All RIO subscribers were given access to Retirement Plan Simulator in its place.