Knowledge Base
Go back to application
Knowledge Base
Go back to application
Let's Get Started
Clients
Integrations
Announcements
Release Notes
Version 3.0.8Version 3.0.7Version 3.0.6Version 3.0.3Version 3.0.2Version 3.0.1Version 3.00Version 2.61Version 2.6Version 2.5Version 2.44Version 2.43Version 2.42Version 2.4Version 2.3Version 2.2Version 2.1Version 2.0Version 1.5Version 1.4Version 1.3Version 1.2Version 1.11Version 1.1

Version 1.2

Release Date 27.10.2023

IFF Release Notes - Version 1.2 (27.10.2023)

 

Enhancements

Adviser Portal

  • Fact Find; Insurance – Allow a ‘other’ owner to cater for SMSF ownership etc. (Dev Ref #IFF-61)
  • Strategy Builder; Adjustments – Enhance adjustments to allow a user to enter a % rather than a fixed value when selling an Asset (Dev Ref #IFF-70)
  • Strategy Builder; Comparison screen – Addition of a ‘Recalculate’ button to easily allow users to recalculate all scenarios.
  • Fact Find; Household Relationship – Adjusted labels from ‘Married Partner’ to ‘Spouse’ and moved Spouse to the top of the list (Dev Ref #IFF-252)
  • Fact Find; Entities – Introduction of data collection for SMSF, Trusts, Companies, Partnerships (Dev Ref #IFF-533). For further informantion, please click on this video link See video in this link

https://player.vimeo.com/video/878541505?h=c1c9c86aea&badge=0&autopause=0

  • Fact Find; Superannuation Provider – Added a Superannuation provider of Self-Managed Super Fund (SMSF)

Fixes

Document Generator

  • Statement of Advice - Debt Composition chart does not match the adviser portal (Dev Ref #IFF-372)

Adviser Portal

  • Fact Find; Choices - Risk Attitude does not have the options for Strongly Agree / Strongly Disagree (Dev Ref #IFF-437)
  • Fact Find; Choices - Adviser Portal refers to 'Wine', Client Portal refers to 'Small Luxuries' (Dev Ref #IFF-487)
  • Fact Find; Choices – The field from the Client Journey “how do you feel about life insurance” is not shown within the Adviser Portal (Dev Ref #IFF-489)
  • Fact Find; Partner Superannuation – ABP payment amount did not show in the summary of ‘Own’ (Dev Ref #IFF-467)
  • Adviser Portal; Dashboard - Income Pie Chart incorrectly showing weekly income for Rent (Dev Ref #IFF-495)

Strategy Builder

  • When arriving at the Strategy Builder, the key result indicators were intermittently showing different results compared to the modelling charts (Dev Ref #IFF-476 & Dev Ref #IFF-549)
  • The strategy of  Delay Retirement doesn't work if Retirement is entered as a Date (Dev Ref #IFF-542)
  • Custom Projection Start Date > Different results for different users & UTC Time (Dev Ref #IFF-553)

Xeppo Import

  • Failure to import data to IFF when required IFF data was not stored in the Xeppo Client Profile (Dev Ref #IFF-559)Type your content here.
Powered by Product Fruits