Version 2.43

Release Date 30.08.2024

Enhancements

Integrations

  • Version 2 of the OmniLife integration is here! The integration will now retrieve a much larger data set in to our Strategy Recommendation. This includes the following:
    • 'TPD Extension' cover amounts entered within Omnium will be retrieved
    • Inside / Outside Super toggle
    • Flexi-linking toggle
    • TPD Occupation Type
    • Waiting Period
    • Benefit Period

This further enhances the tool that is already having a significant impact on Risk advice! 

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Fixed

Strategy Builder

  • The Cashflow Summary table is including Other Debt Repayments within 'Expenses', this was overstating the total expenses. Please note this is a display issue only and not impacting the modelling engine.