New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site. We know your life is busy, so this update was designed to make it even easier to see what’s most important to you.

Here’s what changed on your website:

• A modern and streamlined homepage that places real-time account, budget, and goal tracking information front and center.
• New goal tracking tools allow you to analyze and monitor the progress of your financial goals in real time.

And in an effort to streamline your user experience, we removed a few features from the site, including:

• The Tour Guide Video
• Mobile Set-up Tile
• Awards Manager

Additionally, a new “bell” Alert icon has replaced the Alert bar notification.

Note that existing accounts, documents and reports on your website were not affected by this update. I hope you’re as excited as we are about the new features!

Please let us know if you have any questions or would like to learn more about Wealth360°.