New year, new features. In addition to adding massive amounts of functionality to AdviserGo, we've added enhancements to our already popular Planned Withdrawals feature. For a full list of in-depth articles and videos, visit our support center.
AdviserGo is now featuring robust improvements, making it an even more powerful and comprehensive tool.
AdviserGo now has the same Chart Details functionality as Adviser. You'll now be able to see all transactional details in AdviserGo in a smart, beautiful layout. Yearly chart details can be accessed from either the Dashboard or the Let's See screen.
Bonus: Chart details are also available for all Insights!
Plus, rather than details showing up at the top of your chart, you can see both charts simultaneously in AdviserGo.
Editable Plan Preferences are now available in AdviserGo. You can find these under Plan Settings in the Dashboard. You now have the power to edit client-specific preferences directly from AdviserGo.
We've made overpayments substantially easier to model in AdviserGo. You can easily make one-time overpayments by visiting Debt -> Interest Only -> One Time Payments.
We heard your feature requests loud and clear, and we've boosted our Planned Withdrawals feature.
THEN: There was no option to preserve a minimum balance on an account.
NOW: Users can designate a minimum balance on an account.
Note: Withdrawal limits only apply to ad hoc planned withdrawals. They don't limit scheduled transfers from an account, as scheduled on the Transfers / Additional Contributions panel. Likewise, a minimum balance won't be applied if a transfer is scheduled that would dip into this reserve.
GAD is back to stay as a withdrawal limit for drawdown pensions. Scheduled withdrawals and those taken as needed from a drawdown pension can be limited to a percentage of GAD.
Questions? Comments? Email support@planwithvoyant.com
