Release notes for 2020

01/09/2020 – i65 2.1 Release Notes
GENERAL NOTES Now, Financial Planners can easily determine if their clients are allowed to log into i65 to view the results of Consulting Services ...
Wed, 26 Feb, 2020 at 12:17 PM
01/23/2020 – New Retiree Comparison Tool
1/23/2020 i65 has just released a new and improved version of the retiree plan versus Medicare comparison tool, "Medicare vs. Retiree Plan (With Me...
Wed, 26 Feb, 2020 at 12:17 PM
02/24/2020 – New Usage Tracking Tool
2/24/2020 Admin users can now see how many credits the Financial Planners under them have spent by clicking on the "Admin" link at the top of ...
Wed, 26 Feb, 2020 at 12:18 PM
04/01/2020 - New Viewing & Filtering Tools for Admins
Admins can now view the activities and client lists of all the financial advisors under their plan. They can also sort their activities and clients lists to...
Wed, 1 Apr, 2020 at 3:36 PM