Refreshed Client Site Homepage and Goals Tab are Here
On August 22 we released an update to your 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.
Check out a sneak peek of the redesigned homepage and new Goals tab.
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 me know if you have any questions.
As a reminder - the link to login to your website can be found at www.planningworks.biz - click the button at the top that says "PlanningWork$ eMoney"