These changes only apply to Investor Compass 2.0 users. All Investor Compass 2.0 URL's ends on .io
If you would like to upgrade to this version. Please contact the support team.
Highlights:
- Release of additional simplified Financial Circumstances and Goals assessment
- API Contract testing and resolving documentation issues
- Australian-English language is now fully supported
Breaking Changes:
- date-time fields will now be returned in ISO 8601 format (e.g. 2011-08-12T20:17:46.384Z)
- date fields must still be input in Y-m-d or Y-m-d H:i:s format (e.g. 2023-12-31 or 2023-12-31 00:00:00)
Web App Changes
Client screen:
- ‘Type’ column has been removed on 'Your Results History screen
- Download pdf button has been added to the report screen instead of only on the result history screen.
- Visual fixes for smaller screens
- Improved navigation functionality between questions
Adviser screen:
- Australian English is now available as a language setting.
- Risk capacity reports - frequency column now visible on income/expenditure tables in the balance sheet.
- Projection charts - add rounding to 1 decimal place
- New assessment available - 'Simplified Financial circumstances' which can be set up for firms who specialise in giving simplified advice to clients and do not wish to use our holistic Risk Capacity questionnaire
API changes:
- Category boundary text returned and content for all analyses that are able to produce it
- Validation on enums
- Code coverage checks on pull requests
- Fall back to english if incorrect locale is used
- Currencies endpoint now available (see API documentation for details)
- Adviser is no longer a mandatory field for pdf generation
- Export and Import refactored in API
- Soft deletion of advisers now possible
Documentation:
- Documentation has been rebuilt with contract testing in place.
- Contract validation against API
- Datetime now returned as Zulu format
- Date validation now in place on inputs
- Versioning and internationalisation available in documentation
Bug Fixes
- API not matching documentation across various endpoints
- Consistency section in adviser screens deviating for PDF
- Agreed risk level not being displayed on PDF
- Deleting an adviser does not allow email to be used again
- Posting a duplicate accountgroup incorrectly returns a 200.
- Clients moving to unassigned after editing gender
- Client archive not successful
- Admins able to edit responses and send profiles
- Instrument review settings don’t update
- Non investible assets don’t update as CSV
- CSV import not loading
- Issues with blocked email patterns
- Thank you email with pdf sent before all assessments are complete
- Adviser and assistant emails not sending
- Email invitation text configuration not sending though to client
- Question response is not submitted and user can complete assessment without answering all questions