Release Notes

Release Note Library

• Software release notes past and present, by country

October 2022 Announcements and Releases

• Support for Voyant Adviser (UK and Ireland) is scheduled to end on 31 December 2022

August 2021 release, new features, updates

• Cumulative taxes are now tracked in the Year View, on the Taxes tab

Newsletters, upcoming releases, and other announcements

• Upcoming Training
• Australia - Newsletters and Other Announcements
• Canada - Newsletters and Other Announcements
• Ireland - Newsletters and Other Announcements
• United States - Newsletters and Other Announcements
• Global Release - Newsletters and Other Announcements

July 2021 release, new features, updates

• Estate Distributions - Designate beneficiaries for individual assets within an Estate Plan.
• Estate Plan Module Added to AdviserGo Australia, Canada, and US

June 2021 release, new features, updates

• Fees Can Now Be Set at the Account Level, New "Fee Rate" Option Under Account Details.
• Generate reports on behalf of a colleague (and how to grant users the permissions needed to have this option)

April 2021 release, new features, updates

• Sweep Surplus Income to Pay Down Debts
• Save and Add Another
• Negative Percentages Allowed for Modelling Leveraged Asset Allocations
• Changes to the Entry of Persons in a Plan **Canada**
• Reports - Improvements Make Estate Analysis Detailed Report More Concise

February 2021 release, new features, updates

• Compare Plans, List View - Show a side-by-side comparison of plan results, including account balances.

January 2021 release, new features, updates

• Monte Carlo insight added to AdviserGo together with an entirely new "Assets View" showing the range of results
• Default Asset Allocation added to Plan Settings in AdviserGo
• Updated Asset Categories in the Detailed View of the Net Worth Chart - Breakdown of Invested Assets by Tax Type **AdviserGo, Canada**

December 2020 release, new features, updates

• Dashboard - Pie chart is now a user-configurable widget, additional asset views available
• Dashboard - Option to hide or display the charts in the top section of the Dashboard
• Insights - Monte Carlo simulation added to AdviserGo together with an entirely new Assets view, showing range of results
• Insights - Toggle button added to all Insights to switch views easily between results and the original plan
• Real Money - View and reports switched to use CPI rather than RPI when refactoring future values to present - UK
• Reports, Real Money - Reports now available in Real Money in AdviserGo

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November 2020 release, new features

• Access and Manage your account from AdviserGo using the “Administration” link

August 2020 release, new features

• The refactored charts in action
• Chart zoom tools - zoom in or out to change scale, focus on selected stages and timespans
• Improved chart functions
• Streamlined chart navigation
• Charts redesigned with streamlined navigation, new zoom options, plus other features and improvements

Miscellaneous Release Notes

• AGO-3300 | UK | Custom Tax Deductions
• VC-5054 | The values ​​on the tax page are inaccurate after adding tax deductions and tax credits
• AGO-3327 | Icon Only Buttons should have accessible names
• CA-867 | AdvisorGo refresh_Accessibility: Dashboard & Timeline
• AGO-3208 Let’s See Chart- A bug has been fixed that caused the timeline in the Let’s See chart to misalign when the net worth chart displayed only negative values.
• VC-4774 | Estate Analysis Detailed & Cash Flow Analysis Report Blank Pages

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