Changelog
What's new
Keep track of the latest features, improvements, and fixes we ship.
v1.2.0December 2024Feature Release
- New AI-powered meeting notes feature
- Enhanced workflow automation triggers
- Improved client portal performance
- Added bulk import for client contacts
v1.1.0November 2024Feature Release
- FT CashSweep integration with Schwab
- Custom fields for client profiles
- Email template library
- Dashboard widget customization
v1.0.0October 2024Initial Release
- Client relationship management
- Workflow automation
- Practice analytics dashboard
- Client portal
- Multi-custodian support
Stay updated
Product updates are also announced in the app and via email to all users.