February 19, 2023

  • PRO edition: We've enhanced the client menu for customers who are part of Organizations. Your families that are shared with others are clearly marked, and you can now select from a list of members of your Organization to see the list of families they have shared with you.
  • We now make a usage report available for enterprise Single Sign On administrators.
  • Fixed an issue where Roth first/last changes from a maximization report would not be automatically applied to an alternative profile if there were no Roth accounts in the profile.
  • Fixed an issue where the view of Nominal Safe Rate of Return for Regular Assets was not rounding properly in some cases.