Updates for Tailwind, Partners 4 Prosperity Edition
Tailwind is pleased to announce a number of enhancements for Prosperity Pathway users. These changes, made in collaboration with Kim Butler and Partners 4 Prosperity, are designed to make Tailwind and the Prosperity Profile easier to use and more useful to you and your clients.
Client Experience
- Tailwind now checks to see whether or not your clients’ contacts include birthdate information and will ask them to enter it before letting you know they’re done with the questionnaire.
- The client can now enter their credit score on the Protection Mechanism screen.
- When the user clicks “I’m Done” Tailwind now turns off the Guided Interview, making it easier for clients to review their information the next time they have already entered.
Advisor Experience
- The case screens now open in the same browser instance as the main screen, simplifying interations with Tailwind.
- The advisor can now enter the client’s credit score on the Protection Mechanism screen.
Prosperity Profile
- Added Credit Score field to Prosperity Profile and Protection Mechanism screen.
- Information on 401k’s and Roth IRA’s are now in separate fields rather than combined into one.
- An Annual Charitable Contributions field has been added to the Profile.
- Children’s names are now shown in the Prosperity Profile.
- Qualified and Non-Qualified assets are now referred to as Retirement and Non-Retirement assets, respectively.
- “Current Cash Value” of real estate has been changed to ”Current Market Value.”
- “Expense/Income Ratio” has been changed to ”% of Income Allocated”
These updates are a part of our commitment to continuously improving your experience with Tailwind products and services. We are planning and working more changes. We appreciate all the feedback we receive from our customers; it helps us to decide what improvements we need to make.
More Information
For more information on Tailwind and its products and services, contact us at:
- On the Web: http://www.tailwindfs.com/contact
- By Phone: (877) 871-1414
