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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 1.3

Release Date 15.11.2023

Enhancements

Document Generator

  • Enhancement to the Formstack Integration to allow practices & licensees to link to a particular Formstack Folder. This is a key feature for those practices that have an existing Formstack site (Dev Ref #IFF-9)
  • You can now select how many years of projections you wish to include in the output (Dev Ref #IFF-557). To access this:
    1. From within a strategy scenario, select the cog icon
    2. Change the number of years as required 
    3. Select Save

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Adviser Portal

  • Ability to change frequency for spending amount. One of our most sought-after requests! The next version will expand on this and allow you to adjust frequency within Earn (Dev Ref #IFF-561)

Strategy Builder

  • New Strategy – Adjust Personal Insurance. Opex are finalising the configuration of the insurance strategy, we will provide more information regarding this next week (Dev Ref #IFF-511)
  • When first arriving at the ‘Strategy Builder’ tab, the key result will show the results ‘At end of last life’, this provides a more meaningful comparison of your strategy scenarios (Dev Ref #IFF-332)
  • Users will now have the ability to copy a Strategy Scenario. Copying a scenario will allow users to easily compare small tweaks in recommendations e.g. different contribution amounts. On the ‘Strategy Builder’ tab, at the bottom of a scenario you will be able to select ‘Copy’ (Dev Ref #IFF-536)

Fixes

Adviser Portal

  • On the dashboard tab, the tile was showing incorrect Health information for the Partner (Dev Ref #IFF-494)
  • When adding beneficiaries within Superannuation, ‘expiry date’ was previously a required field (Dev Ref #IFF-543)
  • On the Fact Find Summary page, when a client and partner is present, ‘Annual Surplus’ has been removed from the individuals (Dev Ref #IFF-563)

Strategy Builder

  • Within the ‘Add an Asset’ strategy, users were unable to calculate the strategy unless 'This affects my capital' was selected (Dev Ref #IFF-548)

What next?!

The focus of our Development Team has turned to greatly enhancing the ‘Adjustments’ component of Strategy Builder. This will allow users to complete several adjustments throughout the projection period. Some common use cases of the adjustments are included below: 

  • Receive a once-off inheritance
  • Increase spending by X% between a certain period
  • Withdrawal $X or X% from Asset A 
  • Increase Assessable income by X% or $X between a certain period
  • Renovate Principal Place of Residence – this will count as an expense but also increase home value
  • Cease Rental Income from Investment Period at X date – a common request for those clients that wish to use their investment property once they are retired.
  • And much more….
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