Moneytree Release Notes v2.1.299

NOTE: Changes to Release Notes

Release notes are now being separated into separate articles for each release. Links to prior releases are listed at the bottom of this page.

The version numbers have also been updated to properly reflect the appropriate build version of our applications as well.

Release notes for version 2.1.299 – September 17, 2024

General Changes (Plan, Elite)

• Various bug fixes

Elite

• Redesigned Home page
• Redesigned Report Generation and Customization pages
• Added Integration options to Settings
• Added Management Reports in Settings
• Added fpPathfinder Integration (enabled in the Integration page in Settings)
• Various bug fixes
• Added scenario switcher at top of page:
  • Available when a client scenario is opened
  • Shows all other available scenarios
  • Search for other scenarios
  • Shows client ages, retirements, life expectancies, and date last modified

Prior releases:

2.1.293

2.1.290