Voyant Australia Edition Release Notes

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

Other Improvements (AdviserGo unless noted otherwise)

Feature	Description
N/A	N/A

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

Other Improvements (AdviserGo unless noted otherwise)

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.

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

Other Improvements (AdviserGo unless noted otherwise)

Feature	Description
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.
Pension	Age pension thresholds updated.

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

Other Improvements (AdviserGo unless noted otherwise)

Feature	Description
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)

Feature	Description
Trust	Transferring to trusts now available using savings and investment accounts and property, and in Detailed Assets Chart, property is always displayed by the individual property name and no longer included in Trust Assets.
Plan Promotion	\|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)

Feature	Description
Financial Summary Report	Fixed an issue where Chart type selection does not persist after collapsing Customize tab.
Premium Indexation	Insurance types eligible to be held in superannuation now have the option for insurance premium indexation. Premium indexation is available for term life, income protection and total permanent disability insurance types whether or not they are held in superannuation
Superannuation	Superannuation unlinked insurance bug fixed.
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)

Feature	Description
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.
PCC	Personal concessional contribution tax is no longer creating a shortfall in charts.
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. 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)

Feature	Description
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

Feature	Description
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.
Pension Optimization	Defined Benefit Pension supports survivorship pre-start event beginning at owner mortality event.

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

Feature	Description
Plan Facts Report	Fixed stray bracket appearing in Properties-Liquidation/Sale section Added annotation to indicate an amount is present or future value Added pension & savings details
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