Dear MoneyReady App users,

Today I am excited to announce our new tool to optimize the age to start CPP/QPP.
I wrote a blog post that you can find at https://www.moneyreadyapp.ca/blog/post/9 that explains the procedure and my analysis.
This feature is included with a subscription.

I've also made changes for advisor accounts. We have added an optional quick entry form for clients so you can get started faster.
If an email address is given (again optional), the client will be able to login to a simplified version of the MoneyReadyApp to edit and add to the data, so you can get all the information you need from them directly.
They will not be able to run any tools, and you can revoke the permission anytime.
Once you are done with their plan, you can allow them to see the results and download them.
We have also added a yearly subscription feature, or you can pay as-you-go when adding clients.

Your questions and feedback is always welcome.

Elisabeth Tillier, Ph.D.
Head of MoneyReady