Version 2.2

Enhancements

Integrations

We are happy to announce that our integrations with Omnium and ProductRex are included in this upgrade. Further information on each integration will be provided shortly. 

• Omnium - OmniLife; with OmniLife Life Insurance Premium Comparison, advisers can quickly and easily compare premiums, product features and generate comprehensive reports for their Life Insurance clients.
• ProductRex; a dedicated system to handle all of your superannuation and investment product recommendations

Fact Find

• An 'Additional Income' field has been added to the 'Earn' section of the Fact Find Tab. This will allow users to enter income, specify this as taxable or non-taxable and set a date range. This could be utilised for items such as Child Support Payments where the income will cease when the Child turns 18 (Dev Ref #IFF-633). 

Fixes

Statement of Advice

• For particular clients, the Age Pension was not being provided in the Financial Projections section of the SOA (Dev Ref #IFF-793)
• Similarly, non-Super Insurance premiums were not flowing through as an Expense to the Financial Projections section of the SOA (Dev Ref #IFF-623)
• Occupation not merging in to Current position of SOA (Dev Ref #IFF-743)

Strategy Builder

• The order at which you ordered your strategies were not retained (Dev Ref #IFF-774)

Integrations

• Xeppo Import
  • Source clients from Xplan containing a 'Null' value caused the import to fail. We have expanded our error handling to cater for this situation in future. 
  • Subsequently to the above, a failed import was creating the email address in the background which blocked users from adding that client again in the future. 
  • All clients that had a failed import and were added in the background have been removed so the next attempt at import is successful. 

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