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Deletion of expectations when deleting a charge

Currently when you delete a charge, it does not automatically delete the expectation. This will mean you have to delete the charge, then delete the expectations separately. I don't understand how this makes sense? A charge will only be deleted if it was a mistake, therefore there would not be any linked expectations from income reconciliation. If you wanted to stop the expectation’s of a charge, you would put an end date in the charge instead. I think this is an aspect that needs to be looked into, otherwise the charge schedule will get super messy

Louise Bliss 24 days ago

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Conversations - filter by adviser, client, sort by date, & search

Currently the conversations with clients is a bit of a random, jumbled up mess if I’m honest. It’s difficult to find anything and go back to recent conversations. Please consider adding features such as filter by adviser conversations, filter by client, sort by date and most recent, and a search option. Some way of grouping the conversations with the same clients would be great too, rather than the way it currently is.

Ricky Chan 30 days ago

2

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Input Panel on Client Portal Fact Find not remembering data

This expected behaviour causes all entered data within that panel to be wiped clear, forcing the user to re-enter the information. This is a common occurrence and leads to significant frustration, because clicking outside the panel is easily done. Steps to Replicate: Navigate to a section of the system with an information input panel (Client Portal FF) Begin entering data into the input fields within the panel. Without submitting or saving, click anywhere outside the boundaries of the active input panel (e.g., on the background, another part of the page). Observe that all data previously entered into the panel is cleared. Expected Result: Clicking outside an information input panel should not clear the data unless there's an explicit "cancel" or "discard" action taken by the user. The system should either retain the entered data or prompt the user before discarding unsaved changes. Actual Result: The data within the input panel is immediately cleared when the user clicks outside of it, without warning or user confirmation.

Amee Patel 26 days ago

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Additional New Business Statuses

Please can you add Rejected and Deferred as options under the New Business Event Status, as this more accurately reflects the new business process. As an adviser, I need the ability to set a recommendation to Deferred so that I can easily identify what I need to follow up with the client about at a later date, without losing track of them. E.g. A Client needs to consider options or sell assets elsewhere before going ahead with our recommendation.

Amee Patel About 2 months ago

2

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State Pension tab in the Fact Find

When entering the State Pension details on the Fact Find I find the questions problematic. When it asks ‘Are you in receipt of your State Pension’ if you answer ‘Yes’ it still seems to want you (the client) to fill in ‘Have you recently obtained a forecast?’ ‘State retirement age’ ‘What is your projected State Pension?’ ‘How many years have you made National Insurance Contributions?’ This causes confusion if you (the client) is already in receipt of their pension. As far as I’m concerned, if you answer that you are already in receipt of the State Pension, the other fields should be greyed out and the only question should be ‘How much is your State Pension?’ and the ‘Frequency’. That’s the benefit of an intelligent IT based questionnaire over a paper based one. Likewise, the normal State Pension Age could be calculated and generated by the system. I believe this was either on IO or CashCalc or even both. What do you/others think?

John Reilly About 1 month ago

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Pie chart for Wealth Overview on Client Portal

I’d suggest on the client portal with the Wealth Overview, there should be a pie chart showing the breakdown of the ‘Wealth’ - e.g. property, investments, pensions etc. so it’s a quick snapshot to show where the wealth figure comes from and clients can click through via each slice to ‘explore’ further. As it stands now, it’s not obvious to clients and there is only a small button to ‘explore’. A recent client feedback of the Client Portal was that he thought the wealth figure stated was a typo of his investment value as he didn’t realise this was ‘wealth’ (Net worth) and didn’t realise he can click through the ‘explore’ button.

Ricky Chan About 1 month ago

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Fixed Assets - Home - On Fact Find

I struggle with this and clients continually fail to record their home accurately in the Fact Find section. From ‘Add new plan’ section you select ‘Fixed Asset’. This gives you a dropdown which includes: ‘Property’ ‘Property (Btl)’ ‘ Property (Investment)’ ‘ Property (Other)’ ‘Property (Overseas)’ ‘Property (Rental)’ Forgive me, but what about ‘Propery (Home)’ That is going to be the most common property fixed asset and yet it isn’t shown. Likewise, its the only one that is CGT free on disposal. Beyond that, all the other non-necessary fields should be greyed out: ‘Plan Provider’ ‘Parent Wrap’ ‘Held within a wrap’ ‘ Plan Status’ ‘Adviser who sold’ ‘Active adviser’ ‘ Adviser for contract enquiry’. There is no relevance to a plan for your or a client’s ‘Home’. Am I missing something?

John Reilly About 1 month ago