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
|
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.
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