Using eg. [Owner Death] on a Joint Cashflow will now automatically interpret this as EarlierOf([Client Death],[Partner Death]) ie. it will be first death. This is an extension to the existing use of 'Owner' in events (Pseudo events)

Left clicking on a Graph allows the user to copy the Graph to the clipboard and then subsequently paste it into any other application.

Pseudo Events containing the word 'Owner' will automatically identify the correct actual Event (ie 'Client…' or 'Partner…'). This makes re-use of template much easier and more convenient.

Right clicking on a tax cash flow now allows an Analysis (tax computation) of that Cash Flow to be viewed.

The Cashflow solution that seamlessly integrates with Adviser Essential.