Roth Blueprint has a new interface. Here's what we changed:
Navigation
- The sidebar is grouped into Workspace, Marketing, Learn and Manage. Sections collapse and stay the way you left them.
- Search for anything from the top bar.
- New Dashboard design with custom filtering & column show/hide options.
Blueprints
- The Optimal Tax Bracket for your clients is no longer static — we re-do the entire calculation under the hood every single year to make sure we maximize lifetime wealth with Marginal Tax Bracket Management.
- Lots of simplification! We removed data that was displayed in multiple places, replaced the two stacked-bar charts with a simple flow chart, and created a visual representation for the Marginal Tax Bracket Management.
- Results show whole dollars everywhere (
$30,000,000, not$30.0M). - After submit, we now put all of your inputs into a simple list on the left-hand side to increase space while letting you keep it as a reference. Click “Edit Inputs” to re-open the full form.
Virtual Marketing
- Big changes! We're moving fully over to a done-for-you (meaning we run the ads and get you the appointments) system. Just one number: $250 per booked appointment, lower than the lowest cost we could find elsewhere… to get the highest quality leads in the industry.
- Moved over to Cal.com for setup, as Calendly was causing issues for some of our users that we could not fix on our side.
- Once live, the page has two tabs: Appointments (your upcoming bookings, straight from the calendar) and Configure (every setting in one column).
Learn
- Brand new Calculators for Virtual Marketing and Seminar Marketing. Do the math on your ROI for the year!
- The training library is reorganised into Dashboard Basics, Inputs, Outputs and Presentation.
- Articles and FAQ live under Training.
Sign-in
- The login page is redesigned, and notes like this one now appear there.
Something not working the way it used to? Email [email protected].