What's new

Everything we have shipped, newest first.

1.8.0July 17, 20267 new · 5 improved · 2 fixed

Wealth Path 2.0, KYC Risk Profiles, Hotkeys, and Instant Search

This might be the biggest release we have ever shipped.

Read Full Release

1.8.4Background maintenanceJul 28, 20261.8.3Recording timestamp fixJul 28, 20261.8.2Microphone access fixJul 28, 20261.8.1Security and infrastructure hardeningJul 27, 2026

1.7.0July 9, 20267 new · 2 fixed

Model Portfolios, a Redesigned Portfolio Shift, and Vault Previews

Model Portfolios is here. It is a brand new module, and it lets you build a target portfolio once and use it everywhere, across every client and every Portfolio Shift from then on.

Read Full Release

1.7.1Vault upload task fixJul 10, 2026

1.6.0June 27, 20269 new · 1 improved · 1 fixed

Light mode, Qira Tasks, and a Files Vault Upgrade

This release is packed with some of the most meaningful day-to-day upgrades we have shipped yet, and almost every piece of it came straight from your requests.

Read Full Release

1.6.1Mobile app groundworkJul 1, 2026

1.5.0May 22, 20263 new

A rebuilt dashboard and the new Contact List

Version 1.5 is a big one for the part of Advisor Terminal you see first.

Read Full Release

1.5.9Ongoing development workJun 18, 20261.5.8Ongoing development on features in testingJun 18, 20261.5.7Release infrastructure improvementsJun 17, 20261.5.6Groundwork for upcoming capabilitiesJun 16, 20261.5.5Practice activity views and Workboard performanceJun 12, 20261.5.4Recording reliability fixesJun 11, 20261.5.3Preparation for upcoming featuresMay 29, 20261.5.2Task activity history fixMay 27, 20261.5.1Dashboard accuracy and forecasting improvementsMay 27, 2026

1.4.14May 8, 20261 new

Smarter Tomorrow tab

A small but genuinely handy improvement to your dashboard this time. We taught the Tomorrow tab to look past the weekend, so it stays useful right up to the end of the week instead of pointing you at an empty Saturday.

Read Full Release

1.4.19Stability fixes across documents, recordings, and tasksMay 20, 20261.4.18Fixes across client creation, Snapshots, and sign-inMay 14, 20261.4.17Snapshot data rendering fixMay 12, 20261.4.16Data-model stability fixesMay 12, 20261.4.15Architecture and data-model improvementsMay 12, 2026

1.4.0March 11, 20268 new · 5 improved

One-Click Meeting Notes, AI Refinement, Voice Dictation & more...

This one matters. v1.4 turns your conversations into finished documentation. You get one-click meeting notes, plain-English refinements with Qira, voice dictation that actually understands financial terminology, transcript linking for richer context, and a brand new way to compose notes from scratch.

Read Full Release

1.4.13Feature access fixesMay 7, 20261.4.12Settings workspace and groundworkMay 7, 20261.4.11Reliability, privacy, and security fixesMay 4, 20261.4.10AI generation, taskboard, and desktop stability fixesApr 8, 20261.4.9Desktop installer and stability fixesApr 7, 20261.4.8Stability and reliability fixesApr 6, 20261.4.5Stability and performance fixesMar 19, 20261.4.4Authentication hardening and stability fixesMar 13, 20261.4.3Stability and recording fixesMar 13, 20261.4.2Error tracking reliability fixMar 12, 20261.4.1Note refinement stability fixMar 12, 2026

1.3.0February 25, 20267 new · 6 improved

Introducing Capture v2, Multi-Client Linking, Audio Upload & more...

Hello, and welcome to one of the biggest updates we've shipped to date. We've rebuilt your recording experience from the ground up, and what we're releasing today is the foundation for something much bigger.

Read Full Release

1.3.3Speaker assignment improvementsFeb 27, 20261.3.2Speaker identification and summary improvementsFeb 26, 20261.3.1Speaker attribution and refinement improvementsFeb 26, 2026

1.29.9February 18, 20261 new · 2 improved · 3 fixed

Portfolio Shift Overhaul, Virtualized Archive & More...

Hello, and welcome to this week's update. We spent this one polishing the Portfolio Shift experience, making the archive faster to move through, and fixing bugs across the platform.

Read Full Release

1.29.4January 23, 20265 fixed

Date Display Fixes, UX Improvements & more...

This release clears up a handful of date and timezone quirks that could show birthdays and meeting note dates a day behind, and it makes vault upload links easier to share. We also tightened who can see documents across the dashboard, so you only ever see what belongs to entities you have access to.

Read Full Release

1.29.8Checklist capacity and navigation fixesFeb 9, 20261.29.7Performance upgrades and interface polishFeb 9, 20261.29.6Signup and billing flow updatesJan 30, 20261.29.5Dialog and modal layout fixesJan 23, 2026

1.29.3January 19, 20264 new · 7 improved · 3 fixed

Redesigned Conversations, Spousal RRSP Tracking & more...

Big updates in this one. We rebuilt Conversations from the ground up so your recordings stay visible and easy to track, and we added spousal RRSP tracking to Snapshots. Here's everything that's new.

Read Full Release

1.29.0January 14, 20263 new · 1 fixed

Workboard Checklists, Multi-Assignee Tasks & More

This release is all about helping your team stay organized. We focused on two improvements: checklists for your workboard, so you can break big jobs into clear steps, and the ability to assign a single task to more than one person.

Read Full Release

1.29.2Checklist input handling fixJan 15, 20261.29.1Stability fixesJan 15, 2026

1.28.0January 5, 202630 new · 9 improved · 15 fixed

Files Vault, Team Permissions, Client Groups & Portfolio Shift

Happy New Year, everyone. This is our first major release shared through the new release notes, the place we'll keep you posted on what's new, what's improved, and everything happening across the platform.

Read Full Release

1.28.5File storage, Portfolio Shift, and Meeting Notes improvementsJan 7, 20261.28.4Notification and upload progress fixesJan 6, 20261.28.3Vault upload and folder fixesJan 6, 20261.28.2Vault refinements and notification fixesJan 6, 20261.28.1Vault folder upload fixesJan 5, 2026