Feature | Description |
Plan Dates | - Move Plan Start Date|Users can now move the base plan start date backward in time. Select Edit Plan Start Date from the plan actions menu under Plan Dropdown, Manage Plans. Moving the date forward will still require the use of the Update and Promote flow.
|
UI |
- Fixed an issue on touchscreen devices, like iPad, where users were unable to hide/unhide chart items via the legend.
- Fixed an uncommon issue where users were unable to save a 0% value if the input was previously blank.
|
Accessibiliy |
- Improved Accessibility on the Login Page by adding appropriate alt attributes to images and form inputs, ensuring proper ARIA roles utilized, enhancing keyboard nav and focus management, verifying contrast ratios for text and background colors, etc. General housekeeping.
- Added accessible headings and styles for What If flows.
|
Estate |
- Potential IHT Insight|Redesigned UI Charts and Report to include yearly analysis of before benefits, death benefits, before taxes, Inheritance Tax, Estate Distribution, and Net Estate.
- Potential Estate Tax Simulation and Report|Extended Timeline to Plan End
|
ClientGo | - Users can now edit expenses added by their advisor via AdviserGo- previously a user was able to edit expenses entered in ClientGo only.
|
Admin | - Feature Key Descriptions|In the admin console, feature keys now have descriptions in a new column.
|
Year View | - Improved the Year View data for RSUs by removing some unnecessary information.
|
Budget Update | - Various budge updates as of Spring 2024 for Financial Year 2024 and 2025.
|
Report | - Plan Facts Report | Update windfall value such that it does not have the per month indicator since it is not a monthly value.
|
Feature | Description |
Inline Help | - Inline Help can be set on by default by administrative user or Voyant support by enabling the feature key enable-inline-help-default (requires feature key learning-system, can subsequently be turned off persistently by the user if desired.)
|
Events | - Property and Multi-year expense timing are now defaulted to the plan end event and not the last mortality event.
|
PET | - Additional IHT liability from failed PETs is no longer charged to the deceased Estate in Legacy.
|
Accessibility | - The A11y report option now provides a zip with chart data, as well as the A11y report pdf.
|
Guided What If | - Buy A Home and Rightsize Guided WhatIf| now default the property timing to plan end. NOTE that changing owner of property will not impact timing.
|
Year View | - Corrected a situation where Year View showed No Investment Data Available for nnnn (where nnnn is a valid year in plan with investment data) such that the phrase only appears when there is no investment data for the selected year.
|
Feature | Description |
Accessibility | - Added accessibility form controls to the client password input, and an error message if the password is wrong or empty.
|
Employments | - Fixed a bug where dividends were not included in the dashboard value for Employments on subsequent saves.
|
Let’s See Charts | - Fixed a bug where the UI resets the chart type when the user navigates away.
|
Investment Returns Insight | - Users can now choose whether to include or exclude cash accounts in the calculation.
|
Finametrica Risk |
- Finametrica Risk Questionnaire and Reports are now available within AdviserGo. Users previously granted access can locate the functionality via the Plus button on the dashboard. New users please contact Voyant Support for activation.
- Advisors may now complete the Finametrica Risk Questionnaire with clients by clicking the plus button on the dashboard. Once finished (or saved), advisors can see the profiles under the accordion titled Risk Profiles on the dashboard and can download a PDF report showing all the questions, answers, and results from the completed questionnaire.
|
Feature | Description |
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
|
Feature | Description |
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.|
|
Feature | Description |
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.
|