What's new? March 2026

Personal Financial Statement (PFS) Updates

Based on feedback from advisors using the platform, we’ve made a number of improvements to the Personal Financial Statement to make capturing and organizing client financial data clearer and more efficient. These changes will come into effect on Friday 13th March 2026.

What’s changing:

Property categories have been clarified - Primary residence, Rental properties, Vacation homes.
Retirement accounts have been separated into:
Retirement / investments (tax deferred)
Retirement / investments (tax free)
“Investments” has been relabeled to Taxable investments.
“Retirement income (after tax)” has been merged into Investment income, with an additional category for Social Security, Superannuation, or Pension.
The current data sync for “Retirement Accounts” input has been removed.

These updates are designed to simplify data entry, better reflect how assets and retirement accounts are structured in practice, and improve reporting consistency across your advice workflows.

New:

Did this answer your question?

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