Investment Strategy Module within Decision Lab:
Explore how different asset allocations can affect portfolio performance and available retirement spending. View Tutorial
Update: All model allocations available for each asset will now be displayed as selectable options.
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.'