Check out our new Dashboard video here!

System Updates:

• Homework version 2.0 update -
  • new dashboard with the ability to see all homework completed and yet to be started, along with status. Ability to click the homework and go directly to the location of the homework within the course
  • Ability to reopen finished homework by the advisor or admin. 
  • Ability to resubmit (open and make changes) completed homework to the advisor before the advisor marks the homework as finished.
  • Ability to allow individual users not in cohorts to mark homework complete
  • Ability to add attachments
• Search Box update v2 -
  • Ability to search the entire website front-end webpages
  • Added Filters
• Course Planner -
  • Add Return to Today button on Calendar view when viewing the calendar to make it easier to return to today's date when viewing future tasks on the calendar
  • Course Planner add More button to calendar
  • When the widget on the Dashboard is clicked, it takes the user to the Course planner task/list page
• Dashboard updates
  • Replaced the icon by the user name at the top right corner of the header bar with the user avatar
  • Added a Open Homework widget
  • Added Recent Discussions widget
  • Added Recent Notes widget
  • Course Planner widget to show up to 4 Overdue and the total number of Overdue. If fewer than 4 Overdue than show up to 4 Future Goals
• Advisor Dashboard v2 - 
  • Removed the Certification tile
  • Added the number of unreads to widget tiles
  • Added data numbers to Course Progress and My Activity
  • Changed "section views" to "lesson views"
  • Removed Course views
  • Homework tile analytics to show #of homework waiting for advisor response. (note: other possible data to show is completion rates, open homework; not sure how to show this or if needed)
  • Discussion tile analytics to show #of unread or unreplied discussions waiting for advisor response
  • Quiz tile analytics to show average quiz score (note: other possible data to show is completion rates, #of failed quizzes; not sure how to show this or if needed)
  • Renamed the Notebook tile to "Notebook Comments"
  • Notebook comments tile analytics to show #of unread or pending comments
  • User login tile analytics to show monthly cohort login trend from previous month
  • Added an overall progress bar for the entire cohort.
  • Ensured all reports and data on the Dashboard are clearly labeled and indicate the time period (e.g., last 30 days).
  • Changed Section Views to Lesson Views
  • Added ability to sort by date, Homework, Discussion, Note, etc.
  • Added an "Export All Notes to PDF" option for Notebook
• Side Menu
  • Added Reporting - User Activity, Quiz Attempts
  • Added Mass Email
• Flag Discussions as Unread 
• Added password randomizer when an admin adds a new user 
• Added Stripe payment integration
• Developed fuzzy Search and AI supplemented searching

New Lessons: 

• Personal Finance Module 1: Money as Rocket Fuel
• Personal Finance Module 1: How Risk and Return Shape Your Financial Plan
• Tax Module 1: The Big Beautiful Bill
• Investing Module 1: Hedge Funds
• Investing Module 1: Hedge Fund Managers, Strategies, and Due Diligence
• Trustee Basics Module 2: Ideal Trustee Characteristics
• Trustee Basics Module 2: Trustee Characteristics in Action
• Trustee Basics Module 2: Navigating Expectations and Challenges as a Trustee

New Homework Assignments & Activities:

• Personal Finance Module 1: Five Capitals Assessment
• Personal Finance Module 1:  Clarifying Your Financial Vision
• Personal Finance Module 1:  Achieving Your Financial Goals
• Personal Finance Module 1: Charitable Donation case
• Personal Finance Module 1: How to Save in Alignment With Your Goals

Updated Lessons:

• Personal Finance Module 1: Differentiating Between Needs, Wants, and Wishes
• Personal Finance Module: SMART Technique to Budgeting
• Stewardship: Other Factors That Erode Wealth
• Stewardship: Other Factors That Grow Family Wealth
• Investing Module 1: Trust Investments: Setting the Stage
• Investing Module 1: Bonds – 4 Components
• All Lessons from Personal Finance Module 2 & Module 3

New Podcasts

• Why Every Family Office Needs a Values-Driven Brand Strategy with India Wooldridge
• The Red File: A Simple, Powerful Gift for Your Family's Future with Marvin Blum
• Raising Grounded Kids in a World of Wealth: A Conversation with Jeff Savlov

New & updated lessons 

• • Taxes: A Necessary Evil?
  • Capital Gains and Net Investment Income Taxes
  • Generation-Skipping Transfer Tax
  • Corporate Entity Taxation
  • Public Charities
  • Understanding DAFs
  • Community Foundations
  • Comparing Charitable Entities for Planning
• New images and updated interactive visuals throughout the modules
  • State Taxation
  • State Estate and Inheritance Tax
  • Federal Gift Tax
  • Private vs Public Giving Entities
• New mini case studies
  •  QBI deductions, set to expire at the end of 2025
  • Gift Tax vs. Estate Tax: The Wilson Family Case Study
• Updated explainer videos to walk you through key tax concepts
  • Tax Brackets
• New homework assignments and Activities to reinforce learning
  • Non-Profit Tax Filing as Due Diligence Tools

Fresh podcasts

• Empowering Family Businesses: Insights about Policy and Tax with Pat Soldano
• Building Continuity Across Generations with Preston Root

System Updates:

• File Manager Update: The image information table now shows the location where the image is used. The Location is clickable.
• AI page builder translation service was added
• The Final Exam can be reviewed before completing all required courses
• Search Box update -
  • ability to sort by course and web pages
  • ability to remove pages from search
• Database clean up results is new global content repository for more efficiency and redundancy

• Updated 2024 1040-ES Form in Foundations of Tax (Module 1)
• Updated Community Foundation Map Locator in Foundations of Tax (Module 3)
• New Form 990 added to Foundations of Tax (Module 3)
• New content about book income and taxable income for businesses added to Foundations of Tax (Module 3)
• Updated content on asset allocation within a trust added to Investing Fundamentals (Module 1)
• Podcast with Olivia Summerhill on prenups, postnups, and divorce added to Estate Planning Basics (Module 1)
• Podcast with Dr. Katie Spencer about crafting legacies added to Estate Planning Basics (Module 2)
• New reflection activity on crafting legacies added to Estate Planning Basics (Module 2)

• On-demand webinar with Withersworldwide "Impact of the Corporate Transparency Act: Insights for Businesses, Family Offices, Private Trust Companies, and Advisors"

• Course Planner - a learner now can choose a plan to help guide them while taking them through the programs. A plan can be chosen with different timelines - 6-month, 1-year, or 2-years
• Advisors will have the ability to add a Course Plan to their cohort
• Calendar - updates were made based on learner feedback. Calendar now includes tasks from the Course Planner
• Action Bar - new bar below the header was created to allow more specific functionality based on which webpage a person is on.
• Advisor Cohort Management - new details page created based on feedback
• Multifactor Authentication - users now have the option to use MFA and receive a message
• Discussions are separated from Notes
• User progress bar on Dashboard
• Homework added to Dashboard