Tag: Product Updates

Your reports are often the deliverable a client remembers most, and producing them shouldn’t feel like a second job. That’s the thinking behind the new Reports. We’ve rebuilt it from the ground up into a true production environment, where every slide is editable, every report is on-brand, and every meeting is ready to run directly from the platform.

What used to require Word, PowerPoint, and a separate graphic-design pass now happens end to end inside Wealth.com. You draft, brand, and present every client report in one place, in a fraction of the time.

Here’s a closer look at what’s new.

Built around three ideas

Everything in this feature ladders up to the three things advisors told us matter most.

• More polish, less effort. Edit, hide, reorder, and add disclaimers to any element on any slide, without ever leaving the platform or stitching together a deck in PowerPoint.
• More personal, by client. Toggle individual values on or off, add slide-specific notes, edit cover pages, and save multiple report versions for the same client.
• More confident in the room. Beneficiary View, full-screen presentation, and historical “as-of” data give you everything you need to lead the meeting with clarity.

The sections below go deeper on each.

More customization

Richer, more sophisticated slides mean fewer tools and less manual work.

• Calculator slides. GRAT, CLAT, QPRT, and state estate tax calculators, ready to drop into any report. (Available with the Family Office Suite)
• Distribution Summary slides. Choose detailed or simplified versions of EstateFlow™ distributions depending on your audience. (Available with the Family Office Suite)

Editable flowcharts

Complex structures are easier to explain when clients can see them. Any flowchart generated by Ester® executive summaries or data cards is now fully editable.

• Click Edit, then Edit Flowchart to open the interactive editor.
• Drag and drop nodes to reorganize the diagram on the fly.
• Add, remove, or rename entities and beneficiaries, and refine the text to match the conversation you want to have.
• Keyboard shortcuts speed things up. Delete or Backspace removes a node, Cmd/Ctrl+S saves, and scroll to zoom in and out.

More control

Stay in command of your data and your narrative, without ever leaving the report.

• Direct access to client settings. Adjust marital status or state estate tax assumptions from the Settings menu without changing tabs.
• Preview underlying data changes before applying them, so updates never sneak into a report you’ve already polished.
• Choose your Balance Sheet time period. Ideal for quarterly or annual reviews, year-end comparisons, and anniversary meetings.
• Multiple reports per client. Save one version for financials, one for quarterly check-ins, or however you like to tell the story.

The workflows you know, refined

Everything you rely on today is still here. Many actions are just easier to find, faster to use, or better designed. A few things that moved or evolved:

• Previewing a slide. Open any slide first, then check the box to include it, using the new preview modal.
• Presenting. Press the Play button for true full-screen presentation.
• Reordering slides. Drag and drop slides into the order you want. Shift+Click to select several at once.
• Downloading. The download option now lives in the top navigation bar, with custom file naming.
• Editing a trust or will. Click Edit, then View Source Data to make updates without leaving Reports.
• Commenting. Use the chat icon in the bottom menu while editing to tag colleagues, just like before.
• Hiding sensitive values. Still in Settings, whenever you need it.
• Family Tree. What used to be the Heritage Map is now called Family Tree, a longtime advisor request renamed for clarity.
• Your branding. Custom logos and fonts still apply automatically from your firm’s brand profile, so every report carries your personal touch. And custom free-form templates are still here for whenever the standard library isn’t quite right.

Two ways to start

Every report can begin from a pre-built template, so you’re never staring at a blank page.

Estate Snapshot is a streamlined visualization of the current estate, available for all license types. It includes:

• Estate Summary (powered by Ester® and the Balance Sheet)
• Vault Summary
• Key Decision Makers
• Estate slides (powered by Ester®), including a disposition diagram
• Family Tree

Estate Analysis is a comprehensive estate review with full financial and disposition detail, available with the Family Office Suite. It includes everything in Estate Snapshot, plus:

• EstateFlow™ slides
• Additional Distribution Summary slides (powered by EstateFlow™)
• Select Financial slides (powered by the Balance Sheet)

Don’t have the Family Office Suite? Talk to your account manager about access.

The bottom line

Sophisticated, client-ready reports no longer require a stack of tools and hours of formatting. With the new Reports, you can draft, personalize, present, and manage every client deliverable in one place, and spend more of your time on the conversations that matter.

Note: Some of these features are still being rolled out per firm’s compliance approvals. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

Every release, the goal is the same: help you deliver more for your clients with less effort on your end. This one brings a redesigned way to build client-ready reports, a meaningfully smarter Ester Agent™, faster client onboarding for Wealthbox users, and more precise estate tax modeling for your most complex plans.

Here’s what’s new.

A completely reimagined way to build reports

Your reports are often the deliverable a client remembers most, and creating them shouldn’t feel like a second job. Reports has been rebuilt from the ground up into a true production environment. What used to take Word, PowerPoint, and a separate graphic-design pass now happens end to end inside Wealth.com, drafted, branded, and presented, in a fraction of the time. Get a glimpse here.

Here’s what that unlocks:

• More polish, less effort. Edit, hide, reorder, and add disclaimers to any element on any slide, without ever leaving the platform or stitching a deck together in PowerPoint.
• More personal, by client. Toggle individual values on or off, add slide-specific notes, edit cover pages, and save multiple report versions for the same client.
• More confident in the room. Privacy Mode, full-screen Presentation mode, and historical “as-of” data let you walk into any meeting ready to lead with clarity.
• Richer content. Add editable flowcharts, calculator slides for GRAT, CLAT, QPRT, and state estate tax, and Vault and EstateFlow™ summaries for a fuller picture.
• A running start. Get started faster with a template: Estate Snapshot for a clean visual overview, or Estate Analysis for full financial and disposition detail. (Estate Analysis requires a Family Office Suite license. Talk to your account manager if you don’t have access.)

Everything you rely on today is still here, just easier to find and faster to use.

A smarter, more transparent Ester Agent™

Ester Agent™ is getting a major upgrade, now powered by a more advanced AI model (Gemini 3.5 Flash). The theme across all of it: Ester becomes more transparent, more contextual, and easier to work with in the flow of your day. These updates will roll out to all users over the coming weeks.

Highlights:

• Flowchart generation. Upload a document and ask Ester to map out how a trust works. Ester builds an interactive flowchart you can refine in plain language, then export or drop straight into a report.
• Thinking steps. Ester now shows its work, walking through step by step how it reaches an answer or a calculation, so you and your compliance team can trust what you’re seeing.
• Page awareness and one-click navigation. Ask where to find something and Ester answers, then drops a button that takes you straight there. No more hunting through the platform.
• Clarifying questions. When a request is ambiguous, say more than one Smith family is on file, Ester pauses and asks which one you mean rather than guessing.
• Chat recall. Ask what you discussed last week about a client or a strategy and Ester can find it, so picking back up after time away is easy.
• Dictation. Tap the mic and speak your question instead of typing.

Bring your Wealthbox clients over in minutes

If you use Wealthbox, getting set up in Wealth.com just got a lot faster. Instead of adding client profiles one at a time, you can now import them directly.

Select the dropdown arrow next to Add Client from your dashboard to import, choose which clients to bring over, and their names, emails, and household and spouse associations are created in Wealth.com automatically. (Asset and holdings data isn’t included in the import for now.)

It’s the fastest way yet to go from signed up to ready to work, especially if you’re newly onboarded with a full book of clients.

Coming Soon: More precise estate tax modeling for complex plans

For clients whose plans split assets between taxable and deductible beneficiaries, the after-tax picture can get complicated fast. EstateFlow™ will handle that complexity for you.

EstateFlow will perform interrelated (circular) estate tax calculations for both federal and state estate taxes, following the methodology in IRS Publication 904. Scenarios where residuary distributions qualifying for the marital or charitable deduction still bear tax are computed automatically, giving you a more accurate view of what beneficiaries actually receive.

The result is a more precise picture of after-tax distributions, so you can illustrate the true impact of a plan and have better-informed conversations with clients.

Note: Ester® enhancements require an account with those features enabled. Some of these features are still being rolled out per firm’s compliance approvals. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

A productive month across the platform, with new capabilities when adding clients and an upgrade for Ester. Here’s everything that’s now live.

Advisor Resources

Help Center Menu

A new in-app Help Center brings together support chat, Knowledge Base search, curated resources, and a product news tab — all in one place, right where you need it.

In the Platform

Client Goals & Document Deadlines

Set a goal to invite clients or collect documents when creating a client profile, now paired with a customizable deadline so clients have a clear timeline for when to draft their documents. Friendly automated reminders take the nudging off your plate so clients get over the finish line – and even if they miss the deadline, their invitation does not expire.

People & Entities Upgrades

An improved layout with quick filtering, expandable columns, cross-document contact references, and reorderable views — consistent with the updated UX across the Vault and Balance Sheet.

In Ester®

Financial Document Extraction

Upload a brokerage statement or balance sheet — PDF, Excel, or CSV — and Ester extracts account values, holdings, asset classifications, and liabilities automatically, so you can build a client’s full net worth picture without manual data entry.

Combined Summaries

Select 2–10 completed Ester documents and generate a single aggregated summary — consolidating key data points like trustees and beneficiaries across a client’s full estate in one click.

Mirror Docs

Ester now automatically recognizes paired documents — like matching wills or trusts for spouses — and processes them together, ensuring Executive Summaries, Data Cards, and Flowcharts are structurally consistent across the pair.

For Our Attorney Network

Customizable Documents (.docx)

Clients who engage with an attorney in our network can now download their estate planning documents as Microsoft Word (.docx) files, and their attorney can make unique customizations directly in the draft. This means the client has a single clean document — no bolted-on amendments or codicils required. Now Wealth.com can cover more unique circumstances and wishes than ever.

Heads Up for July

Starting in July, updates move to every other month — fewer, more substantial releases, with more time to explore each set.

Note: Ester® enhancements require an account with those features enabled. Some of these features are still being rolled out per firm’s compliance approvals. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

As the landscape of digital estate planning continues to evolve, our mission at Wealth.com remains the same: providing financial advisors with the most sophisticated, yet intuitive, tools to manage their clients’ legacies. This April, we are thrilled to announce a significant expansion of our platform’s capabilities. From the debut of our holistic Tax Planning suite to major workflow enhancements in the Advisor Vault, these updates are designed to turn complex data into actionable insights while removing the friction from document collection and execution.

The Next Frontier: Wealth.com Tax Planning

Announced at EstateCon, Wealth.com Tax Planning is a holistic tool that transforms dense tax data into clear, actionable strategies. Advisors can now perform historical tax reviews, generate forward-looking projections, and model advanced scenarios—such as Roth conversions and Equity Compensation—side-by-side. It’s more than just data; it’s a way to provide deeper value and proactive guidance to your clients. 

Want an inside look? Book a demo of Wealth.com tax planning here.

Ester Intelligence: A New Era of AI

Ester® initially transformed how advisors interact with estate documents – extracting, structuring and summarizing complex legal information. Ester Intelligence extends far beyond that foundation, synthesizing estate documents, tax returns, balance sheets and planning logic into a unified intelligence system. Advisors can use the Ester Agent™ to ask complex questions across a client’s financial life and receive precise, fully contextualized insights in seconds – enabling them to move from information to action with the confidence that all estate and tax planning models use deterministic calculation engines. Read more in our press release here.

Integrated Mobile Notary: Closing the Loop

We’ve brought our preferred notary provider, Sign Here Ink, directly into Wealth.com to bring mobile notarization into the document creation workflow. For the first time, clients can take full control of the final execution step by booking and paying the $295 fee directly through Wealth.com.

• End-to-End Convenience: Schedule a notary to meet at a home or office at a specific time.
• Advisor Visibility: Opt-in to be CC’d on all notary communications to stay in the loop.
• Automatic Scanbacks: Once signed, notarized documents are automatically uploaded back into the client’s Vault for digital records that you can access.

Advisor Vault: Streamlined Client Document Requests

Say goodbye to the “email back-and-forth.” Our new “Share with Client” feature in the Vault allows you to request specific documents directly from your clients via a secure, one-way portal. To ensure the highest level of security, clients use a simple 6-digit verification code to access the upload link. This update speeds up the document collection process while ensuring sensitive information stays out of vulnerable email threads.

Advisor Vault: Custom Tagging

Organization is key to a scalable practice. With the new Custom Tagging feature, you can now create and apply bespoke labels to documents within the Vault. Whether you are flagging a document as “Needs Review,” “Funded,” or a custom internal category, these tags can be used consistently across your entire team and client base, making document management more flexible than ever.

These updates represent our commitment to building the most comprehensive Wealth “ecosystem” for advisors and their clients. By bridging the gap between tax, insurance, and notary execution, Wealth.com is empowering you to deliver a truly integrated financial planning experience. Log in to your dashboard today to explore these new features, or reach out to your Account Manager to learn more. 

Note: Ester® and mobile notary enhancements require an account with those features enabled. Contact your Account Manager or [email protected] if you’d like to add these capabilities to your account.

At Wealth, we are committed to building the infrastructure of modern estate planning. This month, our updates focus on giving advisors more agency, reducing friction in the trust funding process, and providing the high-density data tools required to manage estates at all levels of complexity.

From personalized enhancements to the Balance Sheet and advisor-led fulfillment services, here is a look at what’s new this March.

A Reimagined Vault: Supercharged with Ester® and Document Checklists

The Vault is no longer just a storage locker—it’s an active intelligence tool. We’ve redesigned and upgraded the Vault to integrate our Ester® directly into that feature, revamped the design, and added new functionality.

• Integrated Extractions: No more jumping between tabs. When you upload a document to the Vault and designate a category, Ester® automatically begins the extraction process. Better yet, view Ester® summaries, insights and Q+A functionality directly from the Vault.
• Better Organization: Add tags, sort by date, create nicknames – we’ve introduced many ways to better organize you and your client’s documents.
• Document Checklists: Track what’s missing with ease. Create custom checklists (i.e., “Documents Needed from Brady Family”) and filter by status to see exactly what is still outstanding.
• Embedded PDF Splitting: Ester® now automatically detects if an upload is a “Combined File.” The system will prompt you to review and split the PDF into individual documents, which are then saved separately in the Vault.
• Direct Editing: Clean up your data instantly using the pencil icon to edit nicknames or add tags directly within the Vault table.

Advanced Customization for the Modern Balance Sheet

Managing UHNW clients with dozens of entities and assets requires a specific level of data density. We’ve introduced a suite of enhancements to the Balance Sheet to help advisors and advanced planning teams organize portfolios more intuitively.

• Visual Precision: You can now round amounts to millions for a cleaner view, hide summary cards to focus on tables, and use expand/collapse functionality for easier navigation.
• Dynamic Organization: Use drag-and-drop functionality to reorder rows and columns. You can now also combine columns—a game-changer for viewing assets associated with complex structures like GRATs or SLATs.
• Custom Grouping: Create custom row and column groups (i.e., “Real Estate” or “Tangible Assets”) and hide specific assets to tailor the view for different planning scenarios.
• Entity View: A new “Data” button allows you to display entities as their own row group.
• Bulk Ownership & Beneficiaries: Apply ownership structures or beneficiary designations to multiple assets simultaneously.

Personalizing the Dashboard: What’s New & Why It Matters

This month, we’ve also overhauled the Advisor Dashboard and Top Account View to focus on personalization. Every advisor works differently, and your dashboard should reflect that.

• Customizable Metric Cards: Select and reorder up to four high-level metrics (like Cumulative Estate Value or Clients Ready to Sign) from our new metric library.
• Client Pinning: Keep your most active or important clients at the top of your list for instant access.
• Advanced Filtering & Column Management: Hide unnecessary data points and slice your client list by any column in the table using our expanded filtering engine.
• Actionable Insights: New columns for “Report Creation Status” and “Days Since Last Review” (including a 365-day warning icon) ensure no client falls through the cracks.
• Unified Experience: These updates, including consolidated Client/Spouse data and improved pagination, are now live across the Standard Dashboard, Top Account View, and Client Group tables.

Streamlining Trust Funding: Advisor-Led Deed Prep

One of our most requested features is here. Advisors can now initiate deed preparation orders on behalf of their clients directly through the Wealth portal. This update is designed to accelerate the trust funding process, ensuring that the critical step of retitling property doesn’t stall.

• Advisor Empowerment: Drive the process from your portal to reduce client “homework.”
• Seamless Integration: We’ve automated the delivery of data and documents to our preferred provider, The Dec Firm—no manual downloading or uploading required.
• Full Transparency: A new Order History view tracks status and shows whether a request was advisor or client-initiated.
• Stay in the Loop: Advisors can now be CC’ed on all communications from The Dec Firm, ensuring you always know the status of your client’s property transfer.

Whether you are managing complex UHNW portfolios or streamlining the trust funding process for new clients, these updates are designed to put more power and precision in your hands. By introducing deeper customization across the Balance Sheet and Dashboard, we’re ensuring that your workflows are as sophisticated as the advice you provide. At Wealth, our goal remains the same: to provide the most intuitive, data-driven platform for advisors to deliver world-class estate planning at scale.

Note: Ester®-specific enhancements require an account with Ester® enabled. Contact your account manager or [email protected] if you’d like to add AI capabilities to your account.

We’re kicking off 2026 with some groundbreaking updates all rooted in our mission to empower advisors. This month, we hosted our inaugural EstateCon conference in Scottsdale, where we gathered the industry’s top visionaries to redefine the future of estate planning. If you missed it, don’t worry; you can check our Resource Center on February 2nd where we’ll post recaps of the main stage presentations. 

From Michael Kitces’ opening keynote to the unveiling of our latest platform innovations, the energy was clear: the bridge between tax and estate planning is officially here. We are moving beyond static documents and into a new era of dynamic, unified wealth management.

In the spirit of the “real-world outcomes” we discussed on stage, this month’s product updates are designed to turn those strategies into immediate action. Here is what’s new at Wealth.com:

Introducing Tax Planning

For years, tax planning and estate planning have lived in separate worlds. In real life, these decisions are inseparable — estate planning and tax planning are inextricably linked, which is why they belong in a unified system.

Wealth.com tax planning is a holistic tax planning tool that transforms complex tax data into clear, actionable insights for financial advisors. It enables advisors to conduct historical tax reviews, generate forward-looking projections, and model advanced tax-saving scenarios like Roth conversions and capital gains harvesting side-by-side. 

If you missed our product keynote at EstateCon, you can still learn more about tax planning in our press release or on our website.

Close the “Funding Gap” with Seamless, In-App Deed Prep

As we move into 2026, we’re focused on helping you not only draft estate plans, but fully execute them. One of the most common bottlenecks in estate planning is the “funding gap”—the period where a trust has been created, but the client’s assets, including real estate, have yet to be formally transferred into it. Historically, the real estate deed transfer required coordination with outside attorneys and significant legwork to track down title information, often taking months to complete. To streamline this critical step, we are thrilled to launch In-App Deed Preparation.

Your clients can now initiate deed transfers themselves directly within their Wealth.com portal to accomplish this in days, not months. Our preferred provider, Dec Law, is not only a full-service law firm specializing in deed prep, but offers coverage across every county in all fifty U.S. states. 

Best of all, this service is entirely client-led—clients select their property(ies), choose their timeline (including a 48-hour rush option), coordinate a mobile notary to meet them at their convenience, submit the order and payment via credit card, and notarize their entire Wealth.com estate plan at the same time.

This effectively removes the administrative burden from your plate while giving your client peace of mind that their property is legally secured. Customers can see how it works by watching an overview video in Wealth Academy. Note: If this is your first time logging into Wealth Academy, please follow the instructions on the Academy sign-in page.

Navigation, Simplified: A Sleeker Wealth.com Experience

We’ve refreshed our design to help you move through your workflow with less friction. Based directly on user research and advisor feedback, we’ve consolidated our navigation into a single, sleek reference point that puts the right information exactly where you expect it. You will now find features intuitively grouped by the actions you take every day—such as Data, Planning, and Delivery—allowing you to transition from the Vault to Ester® or Reports (formerly Report Builder) more seamlessly than ever.

Beyond the new sidebar, we’ve introduced tools to make client management more efficient. A new Recent Clients list and a search toggle allow you to jump between client profiles in seconds, while clearly labeled buttons like Client Settings eliminate guesswork when updating vital information. Whether you are tracking Ester® extractions in the new Notifications feed or viewing our Integrations tab for the latest software syncs, these improvements were built to get you to what you need faster.

Watch the video tour in Wealth Academy. 

Note: If this is your first time logging into Wealth Academy, please follow the instructions on the Academy sign-in page.

Fund Your Client’s Account with our Goldman Sachs Custody Solutions Integration

Opening a trust account has traditionally been a tedious process defined by manual data entry. By integrating Wealth.com with Goldman Sachs Custody Solutions (GSCS), advisors can now move from document review to account funding in a single, unified workflow.

Leveraging Ester®, the first AI assistant specifically trained in estate planning, the system automatically extracts key trust details—such as grantors, trustees, and beneficiaries—directly from legal documents to pre-fill account applications. Advisors can open trust accounts, link bank accounts, and initiate ACAT transfers without ever leaving the Wealth.com dashboard. To access this integration, select your initials and click Integrations and select Goldman Sachs Custody Solutions to prompt your account sync.

This integration eliminates redundant data entry and provides real-time visibility into account status, reducing a process that once took hours to just a few minutes.

Ester® Now Supports DOCX files in addition to PDFs

You can now upload .docx files into Ester® for Summaries, Insights, Q+A, and Trust Data Cards. Now, when a user uploads a DOCX file, a PDF equivalent is automatically generated and processed. Both the original DOCX and the generated PDF will be available in your Vault. This is just one of many ways we try to make Ester® work with your workflow, regardless of the types of documents you use.

As we move into 2026, our focus remains on helping you not just draft estate plans, but fully execute them with precision. From modeling advanced tax-saving scenarios to closing the real estate “funding gap” in days rather than months, these updates are designed to turn complex strategies into immediate, real-world action.

We invite you to explore these new features—including our sleeker navigation and expanded Ester® capabilities—within your dashboard today.

Note: These updates may not be available on all accounts due to firm-specific compliance policies. If you do not have these updates but would like them added, please contact your Customer Success Manager.

As the year draws to a close, we know that December is a critical time for advisors to finalize year-end reviews and set the stage for a successful new year. To help you cross the finish line with ease, we’ve introduced several powerful updates designed to streamline document management, enhance team collaboration, and expand your analytical capabilities. From a sophisticated new PDF separation tool powered by Ester® to interactive commenting in Report Builder, these enhancements are all about saving you time and helping you deliver more value to your clients.

PDF Separation by Ester®

You asked, we delivered! You can now upload a PDF containing multiple documents into your Vault, and Ester® will automatically detect and separate documents within that PDF. Even better, you have the option to edit those documents before saving into your Vault. Adjust page ranges, customize titles, or change category types, all within a few clicks.

After you’ve reviewed your documents, you can select Save & Split, and each of those documents will be individually saved in your Vault for instant organization. Watch our video in Wealth Academy to start testing this out yourself!

Note: Wealth Academy is our Learning Management System for current customers. If this is your first time logging into Wealth Academy, please refer to the instructions on the Academy sign-in page.

Tag Team Members with Comments

Add comments anywhere on a slide in Report Builder to tag colleagues to raise questions, kickstart reviews, and more. Separate from ‘Add Notes’ where you can customize commentary on slides to present to the client, comments enable you to easily collaborate with your teams on presentations. You’ll also find a new comment bubble in the bottom right that opens a feed of comment activity, so you get visibility on tabs such as:

• ‘All Comments’ – shows all comments
• ‘Open’ – all comments that have not yet been resolved
• ‘Resolved’ – once user clicks the checkmark to ‘resolve’ a comment, comment automatically gets sorted into Resolved tab
• ‘Mentioned’ – shows all comments where that advisor has been tagged

You can also access this comment bubble directly from your dashboard. Instantly view comments you’ve been tagged in and choose from quickstart actions like resolving a comment you may have already seen, or selecting Go to Client, which takes you directly to that comment.

Seamlessly Import Client Data With our Advyzon Integration

Wealth.com is thrilled to announce that our platform is the first estate planning solution to offer a direct integration with Advyzon, the all-in-one wealth management platform used by over 2,000 financial advisors nationwide. This integration helps advisors directly import their client and asset data seamlessly into Wealth.com in just a few clicks. Advisors can customize what clients or assets they wish to import, making this a flexible solution designed to expedite manual tasks like entering clients one by one. More information coming on this soon!

Advyzon is currently rolling out in beta, not currently available on all accounts.

Merge Contacts in People & Entities

There are several ways you can create contact cards in Wealth.com: manually, spreadsheet upload, integrations, or Ester®. With all of these access points, sometimes duplicates get created as a result. To address this, we’ve added a simply way for you to “merge” contact cards by designating a primary contact that you can select. 

Start by searching the names of your clients in the People & Entities tab, then select the three dots next to one of those contacts to click Merge Contact. From there, you can choose which contact you’d like to assign as the primary.

Loans Calculator

In the Calculators tab, you can test out our Loans calculator, which can be used to illustrate a basic loan or sale of property with a financed note component, calculating the total payments required including a breakdown of principal and interest. The calculator allows for amortized, fixed principal payments, or interest only with balloon structured loans, and the ability to accelerate the loan term by making additional principal payments.

Note: These updates may not be available on all accounts due to firm-specific compliance policies. If you do not have these updates but would like them added, please contact your Customer Success Manager.