v5.1 (Sept 2016) - New Report Layouts, Faster Calculations

v5.1 (Sept 2016) - New Report Layouts, Faster Calculations

Version V5.1.000 is due for release the Week Beginning 26-Sep-16.

The Key Features of this release include
  • New Prospera Report (Takes the place of the old Prospera Report).
  • Faster calculation times
  • Improved report layouts
  • Fix for 6-Month review report

New Prospera Report

This report is available on the "REPORT" page.  The purpose of the report is to provide a shorter more client focussed report about the benefits of the Adviser's advice.  


Faster Calculation Times

When you select "RESULTS" from the New Side Bar Menu, the calculator produces the "Key Results" page in 1/3rd of the time.  

You can see from this screen shot that there are two new selections available on this menu.  
The Results Tab will perform the analysis of the Scenario you are currently working on.  This creates the Key Results table only on the Results page, and is generated in 1/3rd of the time previously used.

The Results and Reports Tab will perform the analysis and also generate the reports that you are currently familiar with. The 3% Stress Test report is available on the Stress Test Results Tab.

On the REPORT Tab, the old Prospera Report has been replaced with a new report, which will allow Advisers to have a better conversation with their clients about the benefits of the advice.

An example of the report is available for download from the Prospera Support site.  We will be holding webinars regarding this report over the next three weeks. Please join in on a webinar to get the most out of this exciting development.


Improved Report Layouts

The Scenario Results Report (aka the spread sheet pages) and the Scenario Summary have now been re-written to improve the formatting.  The overlap of the footer has been resolved by this improvement.  


Six-Month Review Report

The formatting issues have now been resolved and a new Word version of this report is available.

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