This evening, we’re bringing you the latest update to Smartr365, with new enhancements and improvements. Find out more below, and make sure to clear your cache and refresh your system so you can use the new features.

Add releasenotes@smartr365.com to your address book to make sure you catch all the new updates.

Performance Enhancements 

  • On the Fact Find, under income – current employment, a new “Profit before tax” field has been added and is varied per employment type as below. These files are also on the client Fact Find and are exported to the PDF.

-Sole Trader: Displays the profit before and after-tax for the different financial years.

-Limited company: Displays the profit before and after taxation for the different financial years

-Contractor: Displays the total income before and after-tax for the different financial years

-Limited Liability Partnership:  Displays the share of net profit before and after-tax for the different financial years

  •  New customer support function entailing FAQ’s, alerts of the new features available and the new customer support chatbot, which can be launched through the Smartr App.

  •  A System administrator account which will replace the CEO/ Superuser account. This entails a new user management function under settings. On the user management page, you can view all the users in your company, delete a user and see corresponding teams.
  • The Suitability report now displays a new token field to facilitate the information populated on the Needs and Demands. You can now add a new template, navigate to the protection needs and demands, and include Applicant 1 and 2 as well as selecting the required tokens.