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February 2020
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What’s new in Compass Version 20
Advice Technology Team
Whats new in Compass Version 20 February 2020 Whats new in Compass - - PowerPoint PPT Presentation
Whats new in Compass Version 20 February 2020 Whats new in Compass - - PowerPoint PPT Presentation
Whats new in Compass Version 20 February 2020 Whats new in Compass Version 20 Advice Technology Team 2 Disclaimer This presentation is given by a representative of Centrepoint Alliance Limited on behalf of Associated Advisory
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This presentation is given by a representative of Centrepoint Alliance Limited on behalf of Associated Advisory Practices Pty Ltd, Alliance Wealth Pty Ltd AFSL 449221 and Professional Investment Services Pty Ltd AFSL 234951. It is based on our understanding of current regulatory requirements and laws as at the presentation date. As these laws are subject to change you should talk to a professional adviser for the most up-to-date information. The information is for adviser use only. You should form your own opinion and take your own legal, taxation and financial advice on the application of the information to your business if applicable. Whilst all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies accepts responsibility for any loss suffered by any person arising from reliance on this information. This presentation cannot be used or copied in whole or part without our express written consent. This presentation is for adviser training purposes only and must not be made available to any client.
Disclaimer
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Webinar Overview
AGENDA Introduction Compass Version Upgrades | Continuous Delivery Compass Navigation Updates New features and changes in Version 20
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Continuous Delivery | Overview
Continuous Development Continuous Testing Continuous Monitoring Deliver software improvements more frequently Deploy bug fixes quicker With lower risk and higher quality Half-yearly upgrades Weekly upgrades
Process Benefits Frequency
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Continuous Delivery | Upgrade Timelines
Feb Mar Apr
Build-up of bugs Major feature release Updates and bug fixes
Current six-monthly upgrades (monthly view) Continuous delivery moving forward (weekly view)
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Features introduced in Version 20
Module Feature Client Focus
- Compass navigation updates (Xplan Labs)
Risk Researcher
- Notes, Exclusions and Loadings
- Extended Benefits
WealthSolver
- Wealth Projection enhancements
XTOOLS+
- Client’s retirement date now imports from
KYC
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Client Focus | Compass Navigation Updates
Updated icons Compass navigation menu is now pinned
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Risk Researcher | Notes, Exclusions and Loadings
Insurance Policy> Cover Level
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Risk Researcher | Extended Benefits
Sorted by product
- Easily tell which differences in benefits are
gained or loss due to which policies
- Previously this all lumped into one big paragraph
- You will see the change when you replace two or
more different policies for a client
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WealthSolver | Enhanced Projections Analysis
- Additional Wealth Projection years to choose from:
✓ 5 Years ✓ 10 Years ✓ 25 Years ✓ Client/Partner Retirement ✓ Client/Partner Life Expectancy ✓ Max Life Expectancy (Default option)
- Toggle to view projection charts for each entity.
Note: Feature not available in Full Advice Builder yet.
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XTOOLS+ | Client’s retirement date
CALM now recognises client’s retirement date in Compass and will auto-populate in your newly created scenarios.
- Will pick up Retirement Date entered on KYC > Superannuation screen
- If no date entered, default date = Age Pension Age
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