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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 1.5

Release Date 20.12.2023

Enhancements

Client Journey

  • Introducing Support for Additional Documentation: When prompting a client to undertake a Client Journey, you now have the ability to solicit supporting documents. Upon selecting this option, a file upload feature will be accessible to the client. Any document uploaded by the client will be conveniently accessible within the Adviser Portal. This functionality supports a variety of document types, including: 
    • Bank Statements
    • Payslips
    • Employment contract
    • Credit Card statement
    • Council rate notice
    • Rental agreement
    • School fee statement

Adviser Portal

  • Inclusion of Notifications, this is the first release for the Notification panel. The notifications will show the following (Dev Ref #IFF-625): 
    • User has sent an email successfully to client 
    • Client has opened the email from the user
    • Adviser will receive a notification advising client has completed their Client Journey
    • Adviser receives notification when client uploads a supporting document

Strategy Builder

  • The projection inclusion button has moved next to the Calculate button when recommending a Strategy. This will allow you to either (Dev Ref #IFF-51):
    • include your recommendation in projections and the advice document
    • in the advice document only
    • in projections only

Document Generator

  • Income/Expenditure chart has been updated to include all income and expense sources (Dev Ref #IFF-579)
  • Data entered within the Generate Document screen will now be stored against that scenario version. This will allow users to 'loop' back to previous advice scenarios and view the scope, fees etc. associated (Dev Ref #IFF-505)

 

Fixes

Document Generator

  • Custom expenditure was doubling up in the Statement of Advice (Dev Ref #IFF-546)

Client Journey

  • When a client enters their Superannuation Balance in to the Client Portal, the full amount will default to 100% Preserved in the Adviser Portal, the adviser can then change this as required (Dev Ref #IFF-311)

Adviser Portal

  • When viewing the Strategy Builder comparison page, the key result of 'At Retirement' is no longer available if the client is already retired (Dev Ref #IFF-593)

 

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