• Added option to import annuity illustrations

• Added option to illustrate rollovers

• Added Portfolio Analyzer to allow a user to demonstrate the impact the (1) growth rate and (2) fees have on the investment portfolio

• Removed need to indicate whether the client(s) are blind for tax deduction purposes

• Moved 'Market Returns' options from the 'Financial Summary' to the 'Profile Info' screen

• Information pop-ups on 'Profile Info' screen changed to pop up only when you mouse over a cell

• "Help" will now take you to resources available here on the BluMountain Analytix website

Yes