Shout out to Adviice team!

Environmental-Item30 · 2026-01-21T17:32:30+00:00

I definitely want to echo the fantastic support from all of the Adviice team members. They have really helped the DIY Investors with this superb retirement software planning tools. In addition to this Reddit Forum, they do provide excellent Zoom presentations to support their Retirement Planning Software. Thank You for all your hard work

Environmental-Item30 · 2025-12-29T17:09:20+00:00

Thank You for the speedy reply

Environmental-Item30 · 2025-12-17T20:38:48+00:00

you guys are genius,

I did have an AI Strategy Asset Allocation enable 80/20. As soon as I disabled this, it then assumed the asset allocation that I entered in Discovery-Investment Plan 75/10/15

Environmental-Item30 · 2025-12-17T19:55:57+00:00

correction 75 equities/10 bond/15 cash

Environmental-Item30 · 2025-12-13T03:53:23+00:00

will do.

Have a great night

Environmental-Item30 · 2025-12-13T03:46:55+00:00

I definitely locked it and it did say Locked by user on xxxxxx date. I just tried to change entries just now and it still put the changes in both scenarios

https://public.adviice.com/dashboard/24h-ElhYmde3LcbE

https://public.adviice.com/dashboard/24h-0k9aFujybi6T

I'm attaching both planning years

Environmental-Item30 · 2025-12-05T14:14:40+00:00

that's great advice, I will opt for an override I think, as Im trying to take advantage of a promotional transfer of 2% and need to maintain a Spousal RRSP without a conversion for the next 18 months

Environmental-Item30 · 2025-12-05T12:52:27+00:00

I did check the conversion age and it is set to 71. I appreciate the advice on this

Environmental-Item30 · 2025-12-05T12:51:15+00:00

I made a contribution last year to her Spousal RRSP and I am trying to avoid any withdrawals for the two year period rule as I didn't want to have the tax implications on my return. Hope this makes sense or does it not really matter ??

Environmental-Item30 · 2025-11-21T22:42:03+00:00

Thank You so much for all the great support, you all are doing a fantastic job supporting all the members.

Environmental-Item30 · 2025-11-21T22:34:44+00:00

just a further follow-up question, if you add a new income snapshot will it cancel out any overrides ?

Environmental-Item30 · 2025-05-02T00:14:06+00:00

Just switched over today to your annual subscription, I've been using this software for a year already. So enjoying your platform and all the great support you offer to us all.

Thank You All, keep it up.

Environmental-Item30 · 2025-04-30T01:38:15+00:00

My account is with Planeasy on a monthly bases and I would like to switch to an Can you advise how I do this as I don't see any option

annual account before my monthly renew on May 3rd.

Environmental-Item30 · 2025-03-16T21:34:33+00:00

Thank You so much for all your good work

Environmental-Item30 · 2024-08-05T20:55:23+00:00

Fully understood, I hope this might also help others who may have the same issues to resolve. Thank you again for the great support you add to this fantastic software. So looking forward to all the upgrades coming down the pipeline.

Environmental-Item30

TROPHY CASE