enzumo
Advice Builder Suite — AB10 Upgrade
Select the optional updates you'd like included in your upgrade. Items are separated by module. Where an update applies to both the Client Builder and Advice Builder, it is listed once and marked accordingly.
Your Details
Fact Find (Client Builder) Updates
Option to override the Adviser
Risk Only option
Sections to be excluded
Investment and Insurance considerations
Include pre-assessment
Include Terms of Engagement
Ordering of goals
Comments section for income, assets, and taxation
New medical insurance and health details pages
New format for scope
Applies to both Client Builder and Advice Builder — selecting here covers both modules
Link to file notes on the document checklist page
New output format
Updates to format of tables
SOA Builder (Advice Builder) Updates
Override Adviser
Ability to override the adviser
Option to use separator pages
Allows use of separator pages within the document
Option for cashflow summary
Extra configuration available for cashflow summary
SOA and ROA Reference
Inclusion of SOA and ROA references
Goals to be included in this advice
Ability to define which goals are included in the advice
New format for scope
Applies to both Client Builder and Advice Builder — selecting here covers both modules
Strategies to include in this advice
Ability to define which strategies are included
Alternatives (advice or strategy level)
Alternatives can be set at overall advice level or per strategy
Better Position enhancements
Option to view goals, strategies, product details, and notes
New output format
Updated document output format
Updates to tables
Improvements to table structures
Icons instead of images
Icons replace traditional images throughout the document
Product & strategy information format
Information presented in paragraph format instead of tables
Additional Customisations
This is for changes beyond the Enzumo base template that will be installed.
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