Whats New - September

Quest Enhancements

We're excited to announce the latest enhancements to the DASH Quest Tool. These new features are designed to give you more flexibility and efficiency when managing scenarios:

1. Add New Funds to existing portfolio. You can now add new funds into your Quest scenario, making it easier to account for future money sources that the client may not yet hold such as bonuses, inheritances, or redundancies.

2. Copy a Scenario. Easily create alternative scenarios with the new copy function. Reduce re-keying the same information—simply duplicate an existing scenario and make your adjustments as needed.

3. Edit Existing Holdings. You now have the ability to edit details of existing holdings, including balances, asset allocation, or fees.

Generating SOA - New Filters

We have created a new filter option to make it easier to choose your advice apps when generating your SOA

1. Select the SOA template

2. From the new Filter Categories section, select the relevant apps:

   1. Modelling: Archer, Xtools+ (Xplan)

   2. Invest/Super/Pension: Chantwest, ProductRex, Wealthsolver (Xplan), Quest

   3. Insurance: Chanwest, Omnilife, DEXX&R, Risk Researcher (Xplan)