15 Nov Release 15 November 2019 – Client transaction notification preferences on Advisors

Client transaction notification preferences on Advisors

In this release “Client transaction notification preferences” have been added to the Advisor details Card. These preferences are used to decide how to send communication to the advisor when an event takes place on his/her client’s portfolio. Current “Client transaction notification preferences” on the Advisor Contact Details Card will be used for the Advisor’s personal communication preferences regarding his/her personal accounts.

Setting up Advisor – Client transaction notification preferences

More changes include:

• Change the Policy Data Report and the Annuity Payment report to work on the asset holder Custodian and not the Product Viewer. see link
• Generate share certificate (Bonds & Shares) for a buy See link
• Add option ‘Allow 2 contributions in the same month’ on System -> Configuration. If un-ticked a new contribution instruction for a month with a successful submission will not be allowed
• On the employer Contribution instruction screen make the additional deposit/(refund) field none edible if user does not have permission ‘Update group details’
• Create new permission ‘Can authorise own changes’. Only users with this permission can approve change requests they have captured. See link
• Change the functionality to re-balance instructions on model portfolio to include authorised instructions for which Dealer instructions have not been created yet
• Improve calculation of ‘Required lump sum today’ and add calculated field ‘Monthly additional payment required (today)’ to financial Needs Analysis
• Add sliders to Needs Analysis Cash flows to be able to change the inputs easily with the minimum of clicks. See link
• Change display of buy and sell prices and estimates on dealer instruction
• Swap to and from dates on distribution screen around
• Add option to statement defaults for amount of IRR decimal points to display. See link
• Add Take-on date and Policy Number to Reports -> Fees Taken
• Add option to select a rate table to calculate Multiple of benefit on insurance instruments
• Create functionality to calculation Benefit amount based on Number of premiums on insurance instruments
• Adjusting the units on a confirmed dealer instruction now also adjust the units on linked adjustment transactions
• Add a separate Notification Message template for Approved Bank Change requests. See link
• Populate Change request emails where the previous value was blank, with ‘previously blank’ instead of “”

Last Updated on 6 years ago by Antoinette Van Meyeren