We’re thrilled to share some important UI changes:
AI Plan Builder:
You can now upload multiple files at once—there’s no limit!
Additional file types are now supported, including PDF, XLSX, CSV, TXT, and DOCX
The AI Plan Builder now identifies Expenses, Savings, and Insurance within uploaded documents. You can review these findings before generating a plan.
Decision Lab - Investment Strategy:
All model allocations available for each asset will now be displayed as selectable options.