Version 3.0.3
Release Date 12.03.2024
Enhancements
👨👩👧Current Position
- The inclusion of a Reminders panel. Reminders allow you to simply set upcoming Due Dates relating to this client. The notification will then show in your Schedule as a timeline of upcoming Due Dates (Ref #IFF1401):
📈Advice
- Strategy settings are now available for the Before Scenarios, this will allow you to adjust key assumptions such as Indexation %s, Projection Start Dates etc. (Ref #IFF-918)
- Three new charts are available in modelling; Net Cashflow Comparison, Age Pension Comparison and a Taxation Comparison (Ref #IFF-1371)
- The Personal Concessional Contribution strategy has been improved to allow users to either enter a once-off contribution or ongoing contributions (Ref #IFF-608).
🔧Admin
- The process of a user accepting the invite to iff has been improved so they aren't logged out throughout the sign up process (Ref #IFF-1024)
Fixes
📈Advice
- Shortlisted strategies are now shortlisted if either Cashflow Score or Asset Score meet your practices threshold settings (Ref #IFF-228)
- Alternative strategies on the Finalise Advice page now has a scroll bar if more than 3 Alternatives are present (Ref #IFF-829)
- In rare circumstances, all strategies were not available in the Strategy Pool (Ref #IFF-951)