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  3. December 2020 release, new features, updates

December 2020 release, new features, updates

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  • 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**
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