Communications Resource Center

Planning continues to evolve—and your advisors’ tools are getting smarter, faster, and more connected. This month’s release introduces several high-impact features designed to save time, improve consistency, and elevate the advisor and client experience across the platform. Key updates include the launch of CoPlanner, which instantly analyzes client data and surfaces personalized, actionable strategies, as well as the reimagined Foundational Planning experience, offering a more streamlined, unified workflow for building holistic plans.

We’re also introducing the new Client Portal settings page, giving firms the ability to update portal themes and manage client‑facing logos from one central location, helping teams create a more consistent, client‑ready experience with less effort.

These updates reflect meaningful progress toward a more intelligent, efficient, and connected planning platform, helping advisors save time, deliver deeper insights, and scale their planning processes with confidence.