July 2020 Upgrade

Environmental, Social and Governance (ESG)

Any relevant ESG statements concerning investment strategy can now be included in the Introduction section.

Future Charges - Periodic Review

In addition to the actual charges (a MiFID II requirement) optionally include projected future charges if your compliance requires this.

Investment Yield and Pension Drawdown as Income in Cashflow Modelling

New activities for Drawdown Amount and Drawdown Portion have been added to Investments.

New option to show Investment Yield Paid-Out and Investment (typically pension) Drawdown as Incomes in the tables and charts.

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo

Intelliflo Integration

Let us know if you wish to use the integration with iO - the back office system from Intelliflo - it's free of any charges.

Coming soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here