Release Notes - October 11, 2021

Release Notes - October 11, 2021

This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal.

New Features
  1. Client acknowledgement in Client Portal - you now have the option to display an acknowledgement of terms before a client accesses the client portal
  1. Client acknowledgement in Mini Fact Find - you now have the option to display an acknowledgement of terms at the end of the mini fact find

Fact Find Updates
  1. Centrelink details - you can now add additional Centrelink details in the retirement module
  2. Retirement ambitions - you can now add additional retirement details in the retirement module
  3. Retirement module is now in the Client Portal - option is now available to enable clients to fill in their own super and pension details
  4. Centrelink payments - you can now enter any type of Centrelink payment in the income module
  5. Fact find document export updates
    • Estate planning data now included
    • Centrelink data now included

  • New fields in Assets module
    • Is this asset funded by a debt?’
    • What is the Centrelink valuation?
    • Do you want to retain this asset?

  • New fields in Debts module
    • Do you want to retain this debt?
    • Loan Term (Years)

Bugs squashed

  • Speed improvement in Risk Profile form
  • Some users experienced issues creating assets and debts entries using the list field in Mini Fact Find form
  • Some users experienced pushing Goal entries to Xplan
  • Update of Licensee in the Practice Profile
  • Issue with pulling Goal comments from Xplan to AR 
  • Some users are not able to add asset owners
  • Issue in pushing Debt repayment frequency to Xplan
  • Issues in pulling Expenses from Xplan to AR
  • All Practice clients were populating in the ‘sync client’ this is now limited to the advisers clients only

If you have any questions or need a feature walkthrough, the Advice Revolution Support Team is happy to help. Send us a message at our support email, support@advicerevolution.com.au or conveniently book a 20 to 30-minute Get Help Session to discuss your needs.

Published and updated on: June 21, 2024
Version 1.1

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