Release Notes - July 8, 2022
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal.
Risk Profile is now available in the Client Portal
Advisers can now activate the Risk Profile module in the Client Portal
Use the risk profile form for multiple instances for different client assignments
View and edit the client entries in the Adviser Portal
Client Data Fact Find Change Report
Bugs Squashed:
7518 Date of completion not appearing in the Mini Fact Find
7354 Syncing of date and time of consent with local time in user’s computers
7559 Super contribution income data push to Xplan
7549 Country of Residence and What is your highest level of educational attainment? appearing in the comments section of Xplan
7519 Update to Fact Find document to display all contents of client consent texts
7508 Prevent creation of Dependent items in XPlan for Spouse and De Facto relationships
7504 Adjustments on the display of logos in the Fact Find documents
7452 Use After Tax as default value when pushing/syncing Expense entries to/from Xplan
7495 Fact Find Document does not show the Spouse details
7473 Issue with inline edit function in the Expenses module
7602 Update to the annual superannuation computation to 10.5% from 10%
Need more help?
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.
Related Articles
Maximizing the Fact Find Change Report
The Fact Find Change Report, exclusively available in the Pro Product, empowers advisers to monitor and manage client-initiated updates to their fact find information within the Advice Revolution portal. This article explains how to access and ...
Release Notes- December 22, 2023
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features 1. Auto-sync Customization Feature at Adviser-level and Client-level The new Data Auto-Sync ...
Release Notes - March 21, 2022
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features and Enhancements 1. Client Portal Templates - Watch Video guide Here Creation of reusable custom ...
Release Notes - December 2, 2021
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Feature/s: Client Fact Find Consent. 1. Enabling and customizing the flow for clients to provide digital ...
Fact Find Change Report
The adviser can keep track of the changes done on the Fact Find. This can be viewed by downloading the CSV report which can be found under the Edit Client Portal top menu > Fact Find Change Report If you require furthur assistance you can reach out ...