Our latest update brings more ease of use and functionality boosts to AdviserGo.
The dashboard now includes a more comprehensive Carryover Assumptions section, which you can find right above Plan Settings:
For our UK users, AdviserGo previously called these Taxes.
Every time you add a client, AdviserGo automatically creates a Carryover Assumptions tab for them, accessible from a click on the dashboard. You can then modify this information at your leisure. The Carryover Assumptions page is intuitive to use and has the option to add more information than ever before:
Carryover Assumptions will now include information such as Pension Lifetime Allowance & Carry Forward.
Carryover Assumptions are a companion to Plan Settings. While Plan Settings relate to a client's plan, Carryover Assumptions help you shape a client's plan with information that predates its start, such as the financial consequences of a spousal death.
Take a look at this brief video clip to see the Carryover Assumptions page:
If you have any questions, please email support@planwithvoyant.com.
