What's new? Release notes, newsletters, and other announcements
New features, release notes, and other announcements
October 2022 Announcements and Releases
August 2021 release, new features, updates
Newsletters, upcoming releases, and other announcements
- Upcoming Training and Webinars
- Voyant, The Game, Coming Soon to All Regions
- Australia - Newsletters and Other Announcements
- Canada - Newsletters and Other Announcements
- Ireland - Newsletters and Other Announcements
- United Kingdom - Newsletters and Other Announcements
Release Note Library
July 2021 release, new features, updates
June 2021 release, new features, updates
April 2021 release, new features, updates
- New Insight – Goal Priority Analysis
- Goal and Expense Prioritization
- Sweep Surplus Income to Pay Down Debts
- Home Screen - Privacy Mode Option for Display of Client List
- Save and Add Another
- Negative Percentages Allowed for Modelling Leveraged Asset Allocations
February 2021 release, new features, updates
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
- Voyant is Ending Support for Internet Explorer January 1, 2021
- Access and Manage Your Account from AdviserGo Using the "Administration" Link
- 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
- Reports, Insights - Additional reports added to output results from insights
- Real Money - View and reports switched to use CPI rather than RPI when refactoring future values to present - UK
November 2020 release, new features
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
- New animation for loading the Let's See charts
- Charts redesigned with streamlined navigation, new zoom options, plus other features and improvements
- October 2022 Announcements and Releases
- August 2021 release, new features, updates
- Newsletters, upcoming releases, and other announcements
- Release Note Library
- July 2021 release, new features, updates
- June 2021 release, new features, updates
- April 2021 release, new features, updates
- February 2021 release, new features, updates
- January 2021 release, new features, updates
- December 2020 release, new features, updates
- November 2020 release, new features
- August 2020 release, new features