Transcript:

Efficiency Tips, Fee Enhancements, and What’s Coming in 2026

This section highlights time-saving data entry tips, recent enhancements to fee structures, upcoming integrations, and a preview of features planned for 2026.

Data Entry Efficiency Tip: Save and Add Another

When entering multiple items—such as several savings accounts or pension plans—you don’t need to return to the dashboard after each entry.

Instead of clicking Done, select the downward arrow next to the Done button and choose Save and Add Another. This allows you to stay on the same screen and continue entering additional items without restarting the process.

Fewer clicks throughout the day can significantly improve efficiency.

This tip relates to Features 8 and 9 in our recent updates.

Feature 10: Fee Structure Enhancements

We’ve recently introduced improvements to how fees are handled in AdviserGo.

These updates include refinements to:

• Initial and exit fee options
• Fees being correctly subject to offshore and onshore bond tax-deferred allowances

Based on adviser feedback, this functionality is continuing to evolve, and we will keep refining it to ensure accuracy and flexibility across different planning scenarios.

Upcoming Integrations Reminder

Before reviewing what’s coming next, a reminder that AdviserGo offers two-way integrations with a number of core back-office and practice management systems, including:

• Intelligent Office
• IRIS Xplan
• CURO
• Salesforce

If you use a practice management system and are interested in connecting it with AdviserGo, please get in touch. These integrations reduce duplicate data entry and help minimize re-keying—again, fewer clicks and more efficiency.

What’s Coming in 2026

Autumn Budget Changes

Autumn Budget updates are typically released into production approximately 6–8 weeks after official announcements. For the upcoming cycle, these changes are expected to be available toward the end of January or early February.

UK Stock Options and Restricted Stock Units

We are introducing the ability to model restricted stock units (RSUs) and stock options for UK planning.

This marks the initial phase of development for our corporate modeling functionality, targeted for Q2 2026. Development priorities are being shaped by adviser feedback and are currently in the planning and design stage.

AI-Powered Intelligent Fact Find

In 2026, we will be launching an AI-driven intelligent fact find.

This functionality will allow users to:

• Upload files and images, including PDFs, Word documents, provider statements, and bank statements
• Automatically extract and calculate relevant data using advanced language processing
• Import extracted information directly into AdviserGo

Once uploaded, a base plan can be created in just a few seconds. 

Closing and Upcoming Webinars

That concludes the overview of our top features and upcoming enhancements.

This webinar is the first in a series designed to make financial planning more transparent, efficient, and adviser-led. Your feedback is extremely valuable, and we welcome suggestions on future webinar topics.

Our next webinar takes place on January 22, where we’ll be covering decumulation tools available in AdviserGo.

If you have feedback or questions, please contact us at:
support@planwithvoyant.com

Thank you for joining us.