At Troutwood, we continuously refine our platform based on how you use it. Our latest updates make it easier to navigate, track contributions, and understand your financial plan—all with fewer taps.

🚀 Faster Access with Smart Shortcuts

Data shows that Accounts, Transactions, and FinPulse are your top-used features, so we’ve updated the home screen shortcuts to match:

💰 Contribution Count – The total number of contributions made.

📈 Total Contribution Value – The total dollar amount you’ve saved and invested so far.

These real-time insights help you stay engaged and informed about your financial growth.

🔍 Plan Summary: Clearer, More Actionable Insights

To reduce friction and improve clarity, we’ve streamlined the Plan Summary page:

✅ One-click access to Shield Scores & Summaries – No extra steps.

✅ Removed duplicate entry points – Less confusion, more efficiency.

✅ Savings Goal Callout – Your goal is now front and center.

✅ Simplified Language – Clearer, more actionable insights.

These updates ensure you get the right information at the right time—without the clutter.

Check It Out & Share Your Feedback

We’re committed to making Troutwood the best financial planning tool for YOU. Log in today and explore the updates! Got thoughts? We’d love to hear them.