Updated New Logo, Icons and default CloudAdvisors Colour across all applications and reports.
Priority Insights Report
- Revised design to improve formatting of multiple insights and solution matches
- Add an “Explore” button for Solution Matches without an active Instant Quote in order to connect on more information, sign up or request to quote opportunities.
- “Read More” link added to expand rationales to display additional text description where applicable
Governance Listing page will now automatically be added for all groups. Use the governance page to update basic details about the retirement plan, financials, preferred comparison group and more!
CALEB Plan Insights minor adjustments and additions
Increased frequency of BAR Score and CALEB Insight refresh (daily)
Adjustments to Priority Insights
Group Summary Email
- Design Updated for Advisor and Employer User (where sharing “Activated”)
- BAR Score Ranking add to Priority Insights listing
On Member Data added the option for Division and Class identify by plan member
Minor Bug fixes, Performance Improvements, UI formatting updates
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