2008r1 enhancements

2008R1 Enhancements

2008R1 Enhancements

Presented by Trip Higginbotham

2008R1 Enhancements

Summary of EnhancementsVoted Enhancements Areas Affected Desktop Web

ETA Print Template Help Screens ETA Yes

WDA Print Templates WDA Yes Yes

My Site and Client File Redesign MySite/Client File Yes

Create/Print Presentations for Other Users Detailed Planning Yes

On-Screen Annual Ledgers Detailed Planning Yes Yes

Amortization Method Option for Stretch IRA QPDA Yes Yes

Specify Income Amount to FLPs Detailed Planning Yes Yes

FREE Enhancements Areas Affected Desktop Web

Advisor E-mail Address Option All Presentations Yes Yes

Paste Loan Calculator Results Detailed Planning Yes Yes

Default Client B’s Last Name Fact Finders Yes Yes

Remove “IRA” Naming in QPDA QPDA Yes Yes

2008R1 Enhancements

ETA Print Template Help Screens

2008R1 Enhancements

ETA Print Template Help Screens

2008R1 Enhancements

ETA Print Template Help Screens

2008R1 Enhancements

ETA Print Template Help Screens

2008R1 Enhancements

WDA Print Templates

2008R1 Enhancements

WDA Print TemplatesTemplate Name Description

Analytical Level I

Analytical Level II

Analytical Level III

Simple Open, Simple Close

Simple Open, Detailed Close

Detailed Open, Simple Close

Detailed Open, Detailed Close

PlanFacts

2008R1 Enhancements

My Site and Client File Redesign

2008R1 Enhancements

Create/Print “on behalf of”

2008R1 Enhancements

Create/Print “on behalf of”

2008R1 Enhancements

Create/Print “on behalf of”

2008R1 Enhancements

Create/Print “on behalf of”

2008R1 Enhancements

On-Screen Annual Ledgers

2008R1 Enhancements

On-Screen Annual Ledgers

2008R1 Enhancements

On-Screen Annual Ledgers

2008R1 Enhancements

On-Screen Annual Ledgers

2008R1 Enhancements

QPDA Stretch – Amortization Added

2008R1 Enhancements

QPDA Stretch – Amortization Added

2008R1 Enhancements

QPDA Stretch – Amortization Added

2008R1 Enhancements

Income Amount for FLPs

2008R1 Enhancements

Freebies

2008R1 Enhancements

E-mail Address on Cover Pages

2008R1 Enhancements

E-mail Address on Cover Pages

2008R1 Enhancements

Loan Calculator

2008R1 Enhancements

Loan Calculator

2008R1 Enhancements

Client B’s Last Name

2008R1 Enhancements

Remove IRA in QPDA