Release Notes - August 26, 2021

Release Notes - August 26, 2021

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

New Features and Improvements
  1. Health Section - this is now available in the People module
  2. Estate Planning - you can now enter detailed estate planning information for documents such as will, power of attorney, etc.
  3. Simpler Relationship Creation - you can now add new people or entities relationships with less clicks
  4. Mini Fact Find Enhancements
    1. Intro message is now customizable for each client.
    2. New link for Mini Fact Find that can be added to automated email sequences in other applications such as Calendly (a client no longer needs to get created in Advice Revolution to send the Mini Fact Find)
  5. Needs and Preferences Enhancements
    1. Intro and notes now available in each form
    2. You can now add images that visually display the Risk Profile
    3. You can now add any custom form you like
  6. Annual superannuation computation from 9.5% to 10%
  7. Client age now visible in Client Details summary table and Fact Find document
  8. Asset owners, Debt holders and guarantors are now listed under Contacts in the People page

Bug Fixes
  1. Filling out of full profile when adding new clients
  2. If Investment loan and SMSF loan is selected, interest rate % next to fixed/variable field does not show up
  3. Annual Superannuation field cannot be edited/updated. Placeholder is static.
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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