Advice Composer Release Notes V4.0.0

Previous release notes: 

Advice Composer - V3.0.0-beta

Advice Composer - V3.1.0

Advice Composer - V3.2.0

Advice Composer - V3.2.1

Consult our article here to know more about versioning scheme attached to our products.

Strategy & flyers update

As part of this upgrade we have rolled out the July 24 regulatory changes for the strategy library and education flyers. Attached is a summary of the updates.

Feature upgrades

Wholesale Advice Document (WAD)

• The WAD will be available under the [Type of Advice] choice field and will be called Wholesale Advice (WAD)
• Once selected the page and the wizard will simplify and shorten to remove sections not relevant to this scope.
• Please review the document when you have a moment. Like all early releases, you may find issues. If you do send your feedback to support@planfocus.com.au so we can review and fix anything that may need fixing.

How does it work? Strategy Field Enhancement

Feedback from users has indicated a desire to add more context to the strategy area of the SOA. The idea behind this is to give clients some context to the key concepts behind the strategy without having to refer them to an education flyer.

In response, the strategy section of the SOA now supports a new custom section titled, “how does it work?” On the strategy summary screen you will find a second rich text field for this purpose. See below.  The field is supported by managed content that you can upload over time. We recommend the content be a short 1-3 paragraph explanation of the key concepts in the strategy. This content can be uploaded to XPLAN and selected by your paraplanners and advisers to populate each strategy.

Please find attached a more detailed guide of how to use this section.

Backend Configuration

• Now able to override letter head image from practice group when a centralised configuration is used.
  • Amended getImageField function in Core Lib
  • Amended all template that have image in body or header (Master template + few core template)
  • Amended Structure templates
• Now able to override risk profile pie charts for practice group when a centralised config is used.
• Now able to run several strategy library concurrently to allow separate branding on a same XPLAN site

Fixes

Several bug fixes. The ones worth noting are listed below:

• Projections linked to strategies were not showing under the strategies. 
• Strategy field in XTools+ screen is blank due to connecting to the old group field
• Core Library - missing a double quote for variable "We Are"
• Adding of function getAdviserPhone to Core Functions field [Planfocus-User Group] PF 3000 Core Functions