Version 3.0.8

Enhancements

👨‍👩‍👧Current Position
 

• An update to the import function has been made so that users can now import up to 10 clients at a time. Users will see a checkbox selector against each client, allowing them to select and import up to 10 clients under the same adviser (REF#-IFF1507).

📈Advice 
 

• As part of the deterministic feature released last week, users can now toggle on this setting at a licensee/practice level as opposed to just at the scenario level. To do this, any admin user can navigate to Settings > Practice Setup > Strategy Builder. From here toggle on one of the below options to apply to all new client scenarios (i.e. changes will only apply to newly created scenarios) (REF#IFF-1582).
  
  
   
• Improvements have been made to the Document Generation background process to ensure users receive a notification once the document has generated or if the document has failed allowing for easier troubleshooting (REF#IFF-1517).
   

🔧Admin

• Licensee admins and Own AFSL admins will now have the ability to load blocks of templated product text into the system which can be selected by other users from a drop down selector within the Insurance Recommendations and Investment Recommendations section of the Construct Advice page. To utilise this, any Licensee admin or Own AFSL admin will need to complete the following setup (REF#IFF-1370).
   

1. Licensee admins will need to log into iff use the hierarchy selector to choose the practice you wish to upload text to (i.e. select the relevant practice if you are a licensee admin) Own AFSL admins can skip this step.
    
2. Navigate to Settings > AFSL Setup and you will see a page titled Practice Specific Text. Select Create New.
   
3. Within the Section selector choose either Insurance Recommendations or Investment Recommendations and enter a Name. The None and Other Details options will be used for other areas in a future release.
   
   You can then enter in the relevant text for Description, Reasons, Consequences and Alternatives. Please do not paste any tables or images into these areas as this can corrupt your output. We recommend pasting tables/images into your advice documents post merge.
   

Once the above steps have been actioned, all iff users within your practice will be able to select this text within the Insurance Recommendations and Investment Recommendations section of the Construct Advice page. Note users will need to use the Template Text Selector within each text box (i.e. select it for the description, select it for reasons etc).

Fixes

• For certain clients imported from Xeppo, the client & partner income was swapped in the projections and appendix of the output. This has now been resolved (REF#IFF-1567).
• Updates to the Gearing (lump sum) strategy have been made to ensure this calculates correctly within your advice scenarios (REF#IFF-1581).
• New Fact Find data points can now be retrieved into your templates to better portray the clients financial position (REF#IFF-253).
• Previously if users had uploaded or recorded audio files these were lost when a new fact find version was created, this has now been resolved to ensure this data is retained when creating new fact find versions (REF#IFF-1524).
• General security & performance improvements have been made to the system.