Advice Composer Release Notes V3.1.0

Previous version: v3.0.0-beta release notes

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

New Features and Enhancements

For users

Presentation SOA

You can now generate the SOA presentation slides to support the presentation of your Statement of Advice (SOA) to a client. The SOA presentation has been designed as a visual aid to convey key information, highlight important points, and provide a structured flow of the content. You'll be able to include the SOA presentation from the SOA configuration screen as well as configure its inclusions throughout the wizard and on the SOA Presentation screen.

Tiered fee

From the Advice & Product fees screen you'll now be able to select tiered fees. Note that the fee structures must be configured by your system administrator.

For practice managers

Fee Scale

Configure tiered fees in the backend to automate the fee calculation in the SOA.