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Release Notes

October 16, 2020

The FormulaFolios Digital Platform is a suite of tools designed to help independent financial advisors operate their businesses more efficiently, enabling them to spend less time doing paper work and more time doing good for their clients.

This page offers bi-weekly status updates from our Engineering and Project Management teams, detailing development progress and recently delivered product updates.

Advisor Portal

Enhancements

  • The Dynamic Allocation Series has been added to the optimal calculator used for proposal creation. Now when creating a proposal, the Dynamic Allocation Series will be recommended as an account allocation if the calculator deems the series fit for that specific account. Try it out.

Retirement Wealth Academy

Enhancements

  • We added a search bar to the course dashboard for all Retirement Wealth Academy advisors. This was a frequently requested feature by many dashboard users and makes it much easier to find registrants by either name or email address.