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Release Notes August 2022

 

The following release notes relate to:
Version: 3.0.19 20220819 and
SDK Version: 2.0.0 20220819

 

ENHANCEMENT – Financial Health Check Report and Gap Report updates

The Financial Health Check has been made available to all users, meaning it is no longer strictly tied to Wealth Track only. We have also enhanced some of the outputs including the colour-coding, messages and information in both the Health Check Report and the associated Gap Report (for Advisers only). If you haven’t seen this great tool before, it’s time to check it out!

You can enable the Health Check Report (Gap Report is enabled automatically in tandem) by changing the Report access settings via the Adviser Portal – just tick the box. In the Client Portal dashboard, the Health Check and Gap Report tiles can be found directly underneath the Account Balance Report tile.

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BUG FIX – Fact Find XPLAN Integration including 2FA

Since Iress upgraded the authentication mechanism for XPLAN to incorporate 2FA, there have been some issues with connecting and synchronising client data between the Moneysoft and XPLAN systems. We have put a significant amount of time into this and managed to get the connection between systems into a decent working state. Now, no matter if you have 2FA switched on at the XPLAN site or not, client record and data synchronisation will work seamlessly. You will be challenged by XPLAN for login credentials from time-to-time (this will bump you out to a new window or tab) but don’t be put off – this is normal behaviour under the latest security system.

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BUG FIX – Goals with “Other” accounts linked

 

This should be the last of the bugs associated with the recent Goals enhancements. In this case we found that when linking a manually entered asset or liability (“Other” account) to a Goal, if that account did not also have manually entered balance history going back to the start date of the Goal, it caused some problems with the Starting Balance calculation, as well as the contributions amounts and other calculated data. We have fixed this so that the last known balance of the “Other” account is used as the balance of that account as at the Goal start date.

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Other Fixes and Enhancements

A list of fixes and enhancements that have also been included in the latest software release are included below – if you would like more detail on any of these, please get in touch with Moneysoft Support or your Account Manager:

  • Background data processing system performance improvements
  • Fixed an isolated issue where the Client Notification Report was not accessible by Advisers in some instances
  • Fixed an isolated issue that stopped some users from creating Goals
  • Fixed an issue affecting international users that would block them from adding linked accounts

 

Posted 20 months ago by Moneysoft Sales 3 Minute(s) to read