| Feature | Description |
| Financial Assumptions |
- We have refreshed the Custom Market Assumptions uploader with a new look, including the ability to preview the investment classes & their specific rates. This feature has moved from the Profile Dropdown to the new Financial Assumptions dropdown on the main advisor route.
- Things moved to the Financial Assumptions dropdown are Subscription Preferences, Model Portfolios, Market Assumptions, Tax Regimes.
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| Reports | - Since Potential IHT/Estate Tax is real money eligible, the real money icon will now appear on the right side of the reports page if the Potential IHT/Estate Tax insight report is selected and the real money toggle is on.
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| Accessibility |
- Added alert for screenreaders on plan change saves.
- Fixed footer for a11y reports- were causing additional pages and were not properly aligned.
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| Property | - The Inflation Rate input field is now hidden for new purchases, provided that the market value is entered as a future value.
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| Trust | - Fixed an issue where trust capital or income distributions to a person outside plan go to an account owned by the plan primary or spouse.
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| Legacy | - Exclude same year property purchase that has not been fulfilled since the expectation is that the asset is either purchased or not purchased but never both.
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| 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.
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| 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.
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| 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.
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| Estate | - Potential Estate Tax Simulation and Report|Extended Timeline to Plan End
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| ClientGo | - Users can now edit expenses added by their advisor via AdviserGo- previously a user was able to edit expenses entered in ClientGo only.
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| Admin | - Feature Key Descriptions|In the admin console, feature keys now have descriptions in a new column.
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| Year View | - Improved the Year View data for RSUs by removing some unnecessary information.
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| Report | - Plan Facts Report | Update windfall value such that it does not have the per month indicator since it is not a monthly value.
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| 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.)
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| Events | - Property and Multi-year expense timing are now defaulted to the plan end event and not the last mortality event.
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| Accessibility | - The A11y report option now provides a zip with chart data, as well as the A11y report pdf.
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| 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.
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| 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.
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| Feature | Description |
| Accessibility | - Added accessibility form controls to the client password input, and an error message if the password is wrong or empty.
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| Employments | - Fixed a bug where dividends were not included in the dashboard value for Employments on subsequent saves.
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| Let�s See Charts | - Fixed a bug where the UI resets the chart type when the user navigates away.
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| Investment Returns Insight | - Users can now choose whether to include or exclude cash accounts in the calculation.
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| Trust Income Distribution | - A company may now be a beneficiary of a trust and receive income in the same manner as an individual.
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| 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
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| Monte Carlo | - Corrected an issue where the spouse age was intermittently plotted on the Monte Carlo chart.
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| Savings | - Improved the user experience by removing default zeros on new Savings accounts.
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| Linking Properties from a Debt | - Resolved an issue where newly linked properties from a debt did not consistently save.
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| Insights | - Insight results charts will now display results using real money values.
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| 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.
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| 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.
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| 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.|
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| 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.
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| 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.
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| Investment Returns | - The Investment Returns Insight now includes cash accounts in its calculations.
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| Monte Carlo | - Monte Carlo Insight in AdviserGo now includes Net Worth Goals and goals created in ClientGo.
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| Voyant Disclaimer | - Updated the Voyant default disclaimer in client reports to be more informative.
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| Custom Market Assumptions | - Improved the accuracy of correlation coefficients file uploads by adding additional validation.
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