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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 3.0.1

Release Date 17.02.2025

Enhancements

Documents 

  • Add Document Types of; Research Papers and Paraplanning Request
  • Expanded the Documents pop-up modal to show more information

Client Journey

  • Ability for practices to include their own Privacy Link at the Practice Settings section. To update your privacy link, your Admin user will need to select Settings and add the Privacy Policy URL as shown below:

Current Position

  • Updated the insurance premium types from Stepped to Variable Age-Stepped (previously Stepped) and Level to Variable (previously Level)

Fixes

Advice 

  • If a user selected 'Recommend' on a Strategy Scenario and quickly navigated to Finalise Advice, the recommend toggle would not be honoured. 

    A loading symbol has been added to ensure that the toggle is saved correctly prior to a user being able to navigate elsewhere. 
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