October 11, 2020


  • We now display a warning and confirmation if you try to navigate away from a screen without saving changed data
  • Simplified the Base Profile progress gauge and provided direct links to items that need attention
  • Restructured the setup flow and navigation to group all financial assets together
  • We no longer display a warning message when you navigate to a second screen before the first has finished loading
  • Added an idle timer to log out after period of inactivity


  • Eliminated an inaccurate concurrent modification exception that occurred periodically when running Risk Analysis
  • Reserve Fund Contributions were not included in the Year at a Glance report in Excel, this is now fixed
  • Comparison report buttons were sometimes partially hidden when alternative profile name was long, they now display properly