Like how you can get the performance rolled back in time. Nice feature that I have never seen before. Makes it feel less of a leap of faith.

that another cool thing about the Kivalia framework. We have time-stapped market views, so we can confidently go back and say "Here's what we would have recommended for your plan 9 months ago".

I think you're obligated to do something like this if you're in any way providing active advice.