February Upgrade

New Features

The brand new Executive Summary section allows you to summarise your report and will automatically include the main details from review & recommendation sections. Concluded with more words (if you wish) the Executive Summary is placed at the front of the report.

The new Retirement Income Calculator appears as an option on the penultimate wizard page of the introduction and the personalised illustration is then included in the appendix of the report.

Coming Soon…

More developments are in the pipeline. Over the next couple of months look out for:

• Changes for the new financial year
• Upgraded Retirement Income section

January Upgrade

For details of the last upgrade click here