• Creation of reusable custom templates when sending portal access to clients
  
• Customise the type of access, the number of active modules in the Client Portal
  
• Customise email templates that go out as part of the client journey
  

• Selection of expense module type - choose from Detailed, Simple and Custom expenses module

• Adding of custom expenses

• Assigning expenses to clients in the client group

• Display of Debt Repayment entries from the Debts module

3. Client Data Fact Find Change Report

• CSV report where advisers can review all changes done by their clients

Speed Improvements

• Faster loading of data tables

• Faster inline editing experience

• Faster form submissions of pop-ups

Enhancements:

• 7037 Simplification of Adviser Home Page

• 6900 / 6855 Update of Practice Settings and Adviser Settings

• 7188 Date column in Superannuation Contributions table

• 7176 Transfer of Employer contributions from Income to Superannuation Contributions

• 7166 Rich text support when sending emails from AR

• 7152 Addition of consent date stamp in Adviser Homepage

• 7126 Removal of digital client consent in the app site

• 7011 Update of Client Portal Settings menu item in the Client Homepage

• 7211 Removal of Generate Mini Fact Find button in the Client Homepage

• 7193 Update handling of expenses associated with Clients

• 7009 Popup guide for Advisers

• 6892 Update of the confirmation button in the Client Confirm Fact Find page

Bugs Squashed:

• Syncing of children / dependents from Viridian Xplan

• Creation of duplicate Goals / Scope from Viridian Xplan

• Data push in Client Details

• Title mapping Interprac

• Sync handling of Pension Income

• Clients created from Mini Fact Find not pushing to Xplan

• File Notes not pushing to Xplan

• Old data being pulled from Xplan

• Syncing of Enduring Guardianship from Xplan

• Some issues when sending AR emails to Outlook