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.
Click here for a sneak peek of the redesigned homepage and new Goals tab.
And here’s a short video introducing the new features and the importance of tracking your goals:
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°.