| Título: | Plootus 401k/403b Simplified 3.1 |
| Sistemas operacionais: |
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| Licença: | Freeware |
| Data de adição: | 23/03/2024 |
| Editor: | Analyze Future LLC |
| Classificação: | Baixar o cliente para avaliar! |
| Alterar o Registro: |
1. Clients can delegate access to their Financial Advisors for retirement and financial planning.
2. Financial Advisors can manage multiple clients through Plootus. They can view the complete financial position of their clients and advice them. 3. Added new employers. Just search your employer's name and let Plootus help you create an optimized portfolio from the list of investment options offered by your employer-sponsored 401k or 401(k), 403b or 403(b), 457, 401a, and Thrift Saving Plans (TSP). 4. We have further simplified the UI (User Interface) and fixed other bugs. 5. Switching jobs: We analyze both your old and current employer options. You can get a free investment allocation and decide to roll over to your new employer or keep with your old employer 6. Easier employer-search functionality 7. Better and more engaging visual representation of data and information 8. Bug fixes |
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