2025 library of office hours

Estate360 & Summary Enhancements - December 10th

In this session we walk through Estate360, a fully-automated, comprehensive estate planning deliverable designed to help advisors and planners generate a polished, branded client presentation in minutes.

We also showcase major updates to our document summary generator that – making it easier to refine formatting, tailor summaries to specific use cases, and pull exactly the information you need.

Balance Sheet Redesign and Family Tree Preview - October 22

In this session, we showcase our major design upgrade to the Client Profile navigation, including our new Estate section and a redesigned workflow for entering & integrating assets. We discuss how these enhancements will make it easier to model and manage complex client structures — from trusts to businesses to directly held holdings — all in one unified view.