We’re thrilled to announce the release of the following features:
Investment Replacement, Like for Like & Product Costs Research, default or manually per plan inclusion in the Presentation
Advisers can now include Investment replacement of product, Investment like for like, and Product costs tables directly within the Plan Presentation — giving clients a clear, visual breakdown of switching costs and product comparisons during the advice meeting.
💡Note: These sections can be enabled by default at the Workspace level via Preferences, or toggled on or off manually within each individual Plan. This gives your practice full control over what appears in the Presentation for every client, every time.
Insurance Replacement & Like for Like default or manually per plan inclusion in the Presentation
The same flexibility now applies to insurance. Insurance replacement of product and Insurance like for like tables can be included in the Presentation by default, or configured on a plan-by-plan basis.
This means your risk advice comparisons — including premium differences and cover details — are presented consistently and professionally, without manual preparation outside the platform.
Workspace Default Presentation Preferences
Admins can now set default Presentation preferences at the Workspace level, controlling which comparison and cost sections are included across all new Plans by default.
To configure your defaults:
Navigate to Workspace Settings
Select the Preferences tab
Check or uncheck the relevant options:
Default include investment replacement of product in presentation
Default include investment like for like in presentation
Default include product costs in presentation
Default include insurance replacement of product in presentation
Default include insurance like for like in presentation
Click Save Changes
Interactive hover over highlight
The Presentation now includes additional interactive row highlight functionality — hovering over any table row highlights it for easier readability during client meetings.
This subtle enhancement makes it simpler to walk clients through detailed cost and comparison tables without losing your place.
No configuration required. This feature is active across all Plans automatically.
These additions are the result of our users' feedback and commitment to better advice. Thank you for helping shape Advice Designer.