- 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
- Final Salary, Defined Benefit Pensions – Lump sum payout options now available (UK and Ireland)
- Goals, Expenses - Expense Frequency option to schedule regularly recurring lump sum expenditures, such as a car purchase every 4 years
- Charts - Plan Worth chart shows all assets, regardless of owner
- Charts - Asset categories updated in the detailed view of the Net Worth chart, breakdown of invested assets by tax types **AdviserGo, Canada**