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Automatically Adjusting Values During Update & Promote

This article explains how advisers can automatically escalate values—such as incomes, properties, expenses, and goals—using a specified growth rate and time period during the Update & Promote process in AdviserGo.

This feature is especially useful for updating estimated values influenced by inflation, earnings growth, or other economic assumptions, without needing manual calculations.

What This Feature Does

Previously, updating values during Update & Promote required manual adjustments.
Now, advisers can:

• Automatically adjust values using a growth rate
• Apply changes directly on screen
• Instantly see updated figures
• Undo changes if needed

Example:
With a 3% inflation rate and an expense of £50,000, the system automatically updates the value to £51,500—no calculator required.

Where This Happens

This capability is available in Step 2 of the Update & Promote flow.

To begin:

1. Click Manage Plans
2. Select Update and Promote
3. Update the Start Date
4. Proceed to Update Items

Items That Can Be Adjusted

You can now adjust:

• Incomes
• Properties
• Expenses
• Goals (including associated goal types)

The growth rates used are pulled from Plan Settings:

• Income escalation uses National Average Earnings
• Property growth and expense inflation use the plan’s growth and inflation assumptions

Adjusting Income Values

When viewing the income table:

• The default escalation rate is displayed above the table
• You may override this rate for a one-time adjustment
• Custom rates entered here:
  • Are not saved back to Plan Settings
  • Support 0% or negative growth

To apply adjustments:

• Click Adjust All to update every listed income
• Click the adjust icon next to an individual income to update only that item

The value updates immediately.

Locking and Undoing Changes

Once an item is adjusted:

• The input field becomes disabled to lock in the change
• The adjusted field appears slightly grayed out
• A red circular icon appears when hovering over the field

To reverse changes:

• Click Undo for an individual item
• Click Undo All to revert all adjusted items

Undoing restores the previous value and re-enables editing.

Adjusting Properties, Expenses, and Goals

The adjustment process works the same way for:

• Properties
• Expenses
• Goals

Each item can be adjusted individually or all at once, with full undo support.

Final Review in Update & Promote

At the final step of Update & Promote:

• A new column shows Previous Value vs Updated Value
• Changed values display the original amount struck through
• This provides a clear audit trail of what has been updated

Benefits of This Enhancement

This feature is designed to:

• Save time
• Reduce manual data entry
• Improve planning accuracy
• Ensure plans reflect current economic assumptions

With just a few clicks, advisers can focus less on calculations and more on meaningful client conversations and strategic advice.

Additional Information

The formula used for these adjustments is detailed in the Update & Promote article in the Knowledge Base.

If you need assistance:

• Email support@planwithvoyant.com, or
• Open a plan, click the client name in the top-right corner, and select Request Support
• Enter your question and share client access if appropriate