Estate Distributions and Legacy Overview in AdviserGo
Added estate plans (the Legacy overview) and estate distributions to AdviserGo. This comprehensive feature allows advisers to show clients how both their own assets and their spouse’s assets will fair after death. Advisers and clients can easily glimpse details like the consequences of inheritance taxes.
Real Money View Now in AdviserGo
Added real money view to AdviserGo. This view shows future asset valuations in today’s values by refactoring future values using the Retail Price Index (RPI).
Added five new frequencies, weekly, biweekly (fortnightly), semimonthly, quarterly, and semiannually to payments (including debt payments), contributions, and income items.
The new Loss Capacity insight in AdviserGo allows you to examine how much your investable assets -- investments, money purchases and drawdown pensions, excluding cash -- could potentially lose while achieving plan objectives. A printable PDF report has been added to help advisers look at detailed results.
Active Final Salaries in AdviserGo
Active final salary schemes can now be entered directly into AdviserGo under Pensions > Final Salary.
Added support for a new integration with IRESS Xplan. Announcement coming soon.
Added support for phase 2 Intelliflo integrations. Announcement coming soon.
Added an option to open AdviserGo from Client menu in the administration console.
The Retirement Spending insight has been improved to display the maximum retirement expenditure beneath the cash flow chart's basic need line.
Early Mortality What-if Plans
Corrected an issue with Early mortality what-if flow.
UK Market Assumptions from RSMR
Updated the software's default market assumptions with a new data set from RSMR.
Created 2019-09-03, Release 5.0.50