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Version 3.0.10

Release Date 16.05.25

Enhancements

 

  • Illustrator is a new feature available within the Advice module. It provides a visual comparison of the scenarios created in Strategy Builder allowing users to showcase the power of their recommendations in a quick summarised view. To utilise this feature you need to create one or more scenarios within Strategy Builder. You will then be able to open the illustrator tab and use the + button to select the scenarios you with to compare (see screenshot for reference). Users will have access to four charts and be able to compare Net Cashflow, Net Assets, Taxation and Age Pension (REF# IFF-135).


     
  • Updates to the Withdraw/Sell Investment strategy have been made so that users can now direct the withdrawal proceeds to the household bank (REF# IFF-1571).
  • The cashflow score calculation methodology has been updated to exclude any capital withdrawals that are made to fund deficits in order to show a true cashflow position of the client and align to the cashflow table (REF# IFF-1632).
     

Fixes

 

  • Previous to this update the Advisor role type could not add a client or a paraplanner when creating a new client. This has now been rectified (REF# IFF-350 & IFF-1547).
  • We have removed the mandatory flag against the Fact Find question titled Do you expect this will change over the next 3 years? (found under the Earn section). This field will now default to No and allow the user to update if required (REF# IFF-984).
  • Fixes to the Super Contribution Splitting strategy have been applied to ensure the modelling on this strategy operates as expected (REF# IFF-1161).
  • Fixes to the Bring Forward strategy have been applied to ensure the modelling on this strategy operates as expected (REF# IFF-1519).
  • Within the Insurance Needs page under the household tab, the income protection amount was showing as a monthly figure. This has now been updated to annual (REF# IFF-1348).
  • In certain circumstance users were unable to edit the retirement goal, this has now been resolved (REF# IFF-1548).
  • The income/expenditure chart merged within the output was different to what was displayed within iff. This has been resolved to ensure the what appears in the output is a replica of what is shown on screen (REF# IFF-1554).
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