New Overview tab  New   We've added a new Overview tab in the Advisor Portal / Clients tab to quickly give you insights into each household. This includes key data such as the client's ages, the client group, and planning information such as their net worth, invested assets, cash holdings, and debt balances. You can also view the number of vault uploads, outstanding tasks, and important dates such as when the plan was last oened or when the most recent report was created.