What's new? May 2023

Get ready for an exciting upgrade! Starting May 1st, we're thrilled to introduce a range of new features to enhance your Goals Projector experience.

New features:

Risk-range comparison view

You can now easily compare the 15th and 85th percentile outcomes of each model portfolio side-by-side on the same chart. This makes it easier than ever to showcase the potential risks of different investment strategies and help your clients make informed decisions.

Post-meeting report, now with Goal Projector Visualization

This new addition makes it a breeze for advisers to compile a comprehensive advice proposal by easily viewing all the decisions that were made during the meeting and having access to the same visualization as in the investment meeting. With this feature, you can ensure that your proposals are accurate, informed, and tailored to your client's unique goals.

Other enhancements and updates

We believe that even small changes can make a big difference, which is why we've added some helpful usability improvements to our platform. Now, you'll find tooltips scattered throughout the investment meeting, be prompted to enter your date of birth before launching the Goals Projector, which helps model your clients' retirement income goal, and see the maximum gain amount right from the get-go in the Risk Activity set-up. These tweaks might be minor, but we know they'll make your and your client’s experience even more delightful!

Did this answer your question?

If not, please feel free to reach out to us at customer-support@capitalpreferences.com