Version 5.112 Release Notes - Production Deploy date 2024-01-25

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Transfers
  • The UI now seamlessly handles changes to transfer events. When converting a recurring transfer to a single event, the start event automatically becomes the single event. The end event is discreetly retained, ready to reappear if the transfer is switched to recurring.
  • Added validation to prevent creating a transfer without a source account
Monte Carlo
  • Corrected an issue where the spouse age was intermittently plotted on the Monte Carlo chart.
Savings
  • Improved the user experience by removing default zeros on new Savings accounts.
Linking Properties from a Debt
  • Resolved an issue where newly linked properties from a debt did not consistently save.
Insights
  • Insight results charts will now display results using real money values.
UK Budget
  • Implemented 2023 UK Budget Autumn Update including the following changes:
    • Income Tax Brackets – Scotland £2,306, £13,991, £31,092, £62,430, £125,140
    • Income Tax Rates – Scotland 19%, 20%, 21%, 42%, 45%, 48%
    • Class 1 NICs rate if earnings between Primary Threshold and Upper Earnings Limit 10%
    • Class 4 NICs rate if profits between Lower Profits Limit and Upper Profits Limit 8%
    • Annual Allowance Contribution for Pensions if no pensionable earnings £3,600 / year

Version 5.111 Release Notes - Production Deploy date 2024-01-11

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Plan Compare
  • Corrected an issue when de-selecting non-liquid assets from both charts in Lets See > Compare Plans > Chart View. The value of the non-liquid assets was incorrectly still included in the pop out figures.
Icons
  • Modified the retirement icon to display a Beach Umbrella rather than a Rocking Chair.

Version 5.110 Release Notes - Production Deploy date 2024-01-11

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Account Transfer
  • Account Transfer UI expanded to full page, formerly was a modal.
Salesforce Integration
  • Add Financial Goals and Financial Services Cloud Financial Goals to Import to Voyant.

Version 5.109 Release Notes - Production Deploy date 2023-12-14

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Accessibility Improvements
  • A number of accessibility improvements have been made including:
    • Users can now navigate the charts with their keyboard.
    • Screen readers will now announce the legends for the charts.
    • Users can now click on the labels in the charts with the keyboard.
    • Upgraded the charting library used in AdviserGo to provide additional options to address accessibility needs.
    • Corrected multiple table headings and structure.
    • To enhance keyboard navigation, all interactive buttons and links now receive clear visual focus indicators when tabbed through. These indicators may include an underline, a change in font weight, a background color change, or a border around the focused item. This enhancement ensures that keyboard users can easily identify and interact with elements throughout the application.
    • Corrected several roles issues.
Icons
    • We implemented a refreshed set of icons across our entire product suite, designed to embrace a contemporary design with increased contrast, improving comprehension at a glace. Customized icons are not affected.
    • Enhanced the report bar charts with new event icons and a restructured event representation.
Plan Promotion
  • Addressed items related to promoting the following entities from child plans to base plans.
    • Trusts with Beneficiary Information applies to trusts in Canada, the United States, and Australia.
    • Companies with Common and Preferred Share Ownership:
      • Common share ownership and preferred share ownership percentages for companies in child plans will now be promoted correctly to the base plan.
      • This applies to companies in Canada, the United Kingdom, and Australia.
    • Term Life/Whole Life/Protection - Beneficiaries and Maturity Data:
      • Beneficiary percentages for Term Life, Whole Life, and Protection insurance policies in child plans will now be retained when promoted to the base plan.
      • Maturity data for insurance policies in child plans will now be promoted correctly to the base plan.
      • These changes apply to insurance policies in the United States, the United Kingdom, and Australia.|

Version 5.108 Release Notes - Production Deploy date 2023-11-30

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Employments
  • Fixed a bug where dividend was added to the total employment amount when the type is not company owner.
Security
  • Due to a Security determination, Removed two fields from AdviserGo user Profile form- email address and phone number. NOTE that these fields may still be edited by clicking User Badge in upper right corner, then Administration|My User|Edit Profile.

Version 5.107 Release Notes - Production Deploy date 2023-11-30

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Cash Flow Detailed Report
  • The stack order of an Insurance on the Cash Flow Detailed chart has been adjusted to match with the ordering on the PDF report. Previously, Insurance was displayed as the last element in the chart but was listed as the third item in the report.
Sample Clients
  • Advisers can now add sample clients to their AdviserGo accounts with ease. Simply click the Sample Clients tab on the advisor homepage to see a list of pre-created clients that you can add, and optionally, copy and give a custom name. Requires show-sample-client feature key.
    • Click the Sample Clients tab on the advisor homepage.
    • Browse the list of sample clients and click the one you want to add.
    • If a sample client with the same name already exists, you'll be prompted to either create a new copy or navigate to the existing client.
    • If you are creating a new copy, you will be able to specify the client type and first and last name.
    • Click Save to add the client to your account.
Investment Returns
  • The Investment Returns Insight now includes cash accounts in its calculations.
Monte Carlo
  • Monte Carlo Insight in AdviserGo now includes Net Worth Goals and goals created in ClientGo.
Voyant Disclaimer
  • Updated the Voyant default disclaimer in client reports to be more informative.
Custom Market Assumptions
  • Improved the accuracy of correlation coefficients file uploads by adding additional validation.

Version 5.106 Release Notes - Production Deploy date 2023-10-26

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Client Invites
  • Advisors now have the option to deliver the client PIN manually if the client is unable to access the PIN via SMS.
Insights
  • Added a dual chart view to insights to allow comparison of insight chart to plan chart, and other improvements in design and labelling consistency across insights.

Version 5.105 Release Notes - Production Deploy date 2023-10-26

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Date Format
  • We have updated the input and display of Dates throughout the app to better reflect regional formatting preferences.
Estate Report
  • Debts paid by Insurance are now shown in Legacy and Estate Analysis Reports.

Version 5.104 Release Notes - Production Deploy date 2023-09-28

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Plan Promotion
  • Outdated Onetime Payments and Pension Drawdowns are removed from plan.

Version 5.103 Release Notes - Production Deploy date 2023-09-28

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Trust
  • Change the title of the third column in the Balance Sheet Overview and report from Family & Trusts to Joint & Family.
Financial Summary Report
  • Fixed an issue where Chart type selection does not persist after collapsing Customize tab.
Intelliflo Integration
  • Fixed an issue with importing income amounts.
Reverse Mortgage
  • When New Policy is selected, debt balance includes closing fees.

Version 5.102 Release Notes - Production Deploy date 2023-08-24

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Estate
  • UK/IE: Added Potential IHT Reports. On by default, and can be disabled with {{'potential-estate-tax-insight'}} key.
Goal Progress
  • For a property co-owned by a Trust and a Person, corrected the Property linked Goal Progress Calculation by totaling expenses previously apportioned between Trust and another person.
Promotion
  • Users can now promote items and accounts added in a what-if plan to the base plan. The option to Promote will be visible from Overview | Plan Differences- whenever in a child plan and comparing to the base plan.
Promotion
  • Fix to update multi events for Onetime Payments.
User Menu
  • Corrected verbiage under User Menu where Preferences was inadvertently replaced with Expand User Menu.

Version 5.101 Release Notes - Production Deploy date 2023-08-24

Other Improvements (AdviserGo unless noted otherwise)

FeatureDescription
Insurance
  • Long Term Care Insurance event timing corrected.
Language
  • Support for Traditional Chinese has been added to reports.
Home Application
  • Added new tab under Profile section that allows the user to change the phone number tied to their account.
  • Enhanced security for changing an email by requiring a confirmation code from the new email address.
  • Updated text descriptions and external links in HOME.

Version 5.100 Release Notes - Production Deploy date 2023-07-27

Other Improvements

FeatureDescription
Reverse Mortgage/Equity Release
  • Reverse Mortgage is now available in AU and US. Equity Release is now available in UK & IE. Advisors can now add this model when creating or editing a property. Advisors can also add it via the plus button under Debts.
Future Property Purchase and Mortgages
  • Updates to Debt calculations as follows: Present Value Debt Payments are now grown using the Inflation Rate of the linked asset, Debt payments are rounded up to the nearest dollar and last the full term resulting in the final payment being slightly reduced.
Income vs. Expenditures
  • Income vs. Expenditures includes Legacy gift Expense and Whole Life Insurance expense in the Allocated to Savings section.

Version 5.99 Release Notes | 2023-07-20

New Feature: Tailor Reports to Your Clients' Needs

Our new year selection feature allows you to tailor your detailed reports to your clients' specific needs. This feature provides you with the flexibility to focus on the years that are most important to your clients, rather than generating data for the entire planning horizon.

For example, you can select the years leading up to retirement or the years when they'll be receiving the most benefits. You can also choose to generate data for every 5th year, the first 5 years, only the retirement years, and so on.

To use the new feature, simply select the years you want to include in your report. You can do this by:

  • Entering a range of years in a text box
  • Manually selecting years by utilizing the Timeline
  • Using preset buttons to quickly select common ranges

The new year selection feature is simple to use and further personalizes your guidance.

Other Improvements

FeatureDescription
Plan Facts Report
  • Fixed stray bracket appearing in Properties-Liquidation/Sale section
  • Added annotation to indicate an amount is present or future value
Other Incomes and Windfalls
  • Taxation type is moved before the Tax Status on screen.
  • Tax Status is only shown if the taxation type is not capital gains.
Traditional and Simplified Chinese
  • Added support to incorporate Traditional and Simplified Chinese language in Financial Overview, Retirement Summary, Fact Find and Plan Facts and Assumptions reports
Retirement Summary Report
  • Updated Retirement Summary report to show the correct Lump Sum amount and year.
Variable Annuity
  • Changes to the withdrawal limit for a Variable Annuity are now reflected in the withdrawal limit on the Steps tab (and vice versa).
Custom Market Assumptions
  • Added notification when the subscription preferences asset allocation is out of sync with new default market assumptions.
  • Added better error handling for when a user changes the default Custom Market Assumptions with incompatible investment classes.
HOME Application
  • Accessibility Improvements
  • Added enforcement of required fields.


Release Notes for earlier versions of Voyant