image2019-9-11_14-13-30.pngNew features and improvements

  • Compare scenarios more easily with our new charts and documents
  • Write notes once and use them in multiple documents
  • A library of new instructional videos.


Easily compare scenarios

We've added more compare charts (like this 'Total tax paid during the analysis' bar chart) and you can now download them in to a new strategy comparison document.
Read more

notes.pngWrite notes once, use them for multiple documents

You can now write notes in the new Scenario description (for Customer) field (at the Cash flows & Goals step), and the notes will appear in any results document you download.

Read the full release notes here


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