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Version 1.1

Release Date 6.10.2023

Version 1.1 Release Notes (6/10/2023)

New Features

Document Generation

  • Various changes to the Statement of Advice output, see the Statement of Advice section below 
  • Ability to connect your practices IFF instance to a custom Formstack site (Dev Ref #IFF-8)
  • Dynamic coding of the Risk Profile Section in the Statement of Advice (Dev Ref #IFF-455)
  • Ability to assign strategy types to the relevant section within the Advice Document (Dev Ref #IFF-450, #IFF-451)
  • Instructional text added to Document Generation screen to advise the importance of completing the Product Recommendation Details/Notes field if you require Insurance Investment Recommendations (Dev Ref #IFF-510)

Adviser Portal

  • Additional fields added against User and Practices:
    • Practice Setup; Practice Alternate Name, Corporate Authorised Number, Email, Address (Dev Ref #IFF-375)
    • User Setup; Employer (Practice Name), Job Title, Phone, AR Number, Address, Qualifications (Dev Ref #IFF-375)
  • Creation of Licensee Specific Text section, this will allow Licensee Admins to maintain blocks of text utilised within the Advice Document from within the platform (Dev Ref #IFF-452, #IFF-453)
  • Within the Strategy Recommendation screen, the default ‘Key Indicator’ has been changed to show data At the end of Financial Year (Dev Ref #IFF-461)
  • Expansion to Adjustments within Strategy Builder to allow you to increase expenditure at various stages throughout the projection period (Dev Ref #IFF-468)

Goals

  • Addition of Gifting/Bequeath Goal (Dev Ref #IFF-447 and #IFF-448)

 

Fixes

Goals

  • Expenses associated with Education Goal to be indexed (Dev Ref #IFF-441)

Adviser Portal

  • When viewing the Strategy Builder page, the Net Worth figure was occasionally caching data and showing old results (Dev Ref #IFF-476)
  • Dates within Strategy Recommendations utilising UTC time so would change the date upon save (Dev Ref #IFF-479) 
  • When viewing modelling within some client scenarios, the month of February was missing in the first year (Dev Ref #IFF-491)

Document Generation

  • Several fixes to projection tables to improve the accuracy of data (Dev Ref #IFF-496 #IFF-497, #IFF-499, #IFF-500, #IFF-501, #IFF-502, #IFF-513)
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