Release Notes

v7 - Team / Household Hierarchy

Release Date: 10/31/2025

Includes relationship management across team members and family household units.

v6 - OpenAPI 3.0

Release Date: 08/14/2025

Refactor API documentation to OpenAPI 3.0 standard.

v5 - Subscriptions

Release Date: 07/31/2025

New organization onboarding process via subscription tiers.

v4 - Mobile Responsiveness

Release Date: 05/15/2025

Refactors the site pages for better user experience on mobile devices. Also includes new planning team capabilities.

v3 - AI Driven Vision Statements

Release Date: 04/10/2025

Introduction of AI-driven vision statements, allowing advisors to generate vision statements for their clients based on their assessment values and goals. Also includes the ability to manually create assessments for clients.

v2 - Goals

Release Date: 01/31/2025

This release adds quantified planning goal management to the application, allowing advisors the ability to plan client goals based on assessment values.

v1 - Beta

Release Date: 01/01/2025

This release includes basic authentication, organization and user management, captures assessment values, and advisor notifications.