Communications Resource Center

Help advisors stay informed and ready to deliver more personalized planning experiences. This month’s product update introduces two new Needs Analysis topics, Annuity Income and Debt Paydown, expanding the suite to seven modules for deeper client conversations. Share enhancements to the Plan Summary and Asset Class Summary reports that make it easier to organize goals and demonstrate the impact of recommendations. Highlight performance and styling improvements across 16 reports, plus updated and new integrations with FP Alpha and Fidelity Bond Beacon^® for added flexibility. Finally, keep advisors aware of upcoming changes, including the removal of BlackRock Advisor Center and Morningstar Quick Take, and the transition to Solver in Decision Center starting in January 2026.