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Feature Requests

Planned

Feature Requests

Support for complex client profiles

Feature Requests

Extended retirement planning for retirees

Feature Requests

Social Security planning

Feature Requests

Scenario analysis and what-if planning

Feature Requests

More actionable Financial Health Score

Feature Requests

Customizable Intake Flows

Feature Requests

In Progress

More flexible plan editing

Feature Requests

Conversational client intake

Feature Requests

Complete

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