Redesigned Conversations, Spousal RRSP Tracking & more...

Conversations, rebuilt to keep every recording in view

We rebuilt Conversations to fix a frustrating problem. When you linked a recorded meeting transcript to a client, it vanished from view, and that made it hard to track which meetings you'd already handled. Now your recordings stay visible and grouped by date, so you can always look back at yesterday's or today's activity to see what's been processed and which clients still need attention.

• Recordings stay visible: Linked recordings no longer disappear, so you can always trace back to see what you've processed.
• Organized by date: Quickly scan recent days to find recordings and see which clients need follow-up.
• Simpler, focused interactions: We removed bulk selection in favor of one-click transcript access, so every action now has a clear purpose.
• Editable titles: Rename recording titles to match your naming conventions.

Track spousal RRSP contributions in Retirement Outlook

Spousal contribution tracking is now built into Retirement Outlook. Record whether your client made a spousal RRSP contribution, along with the date and amount, so you'll always know when the three-year attribution period has passed and your client's spouse can start withdrawing in their own name.

• Contribution history: Capture the last contribution date and amount directly in Snapshots.
• Attribution clarity: Know exactly when attribution rules expire to help plan withdrawal timing.

New features

• Rename your recordings and transcripts. Give a finished recording and its transcript a clearer title right from the app, with no re-processing needed.
• Spousal RRSP contribution tracking in Retirement Outlook. Record a client's spousal contribution date and amount so you know exactly when attribution rules stop applying.

Improvements

• A clearer way to link a recording. Linking a recording is easier to scan, with the key details up front and selection controls that always stay in view.
• Clearer guidance when mapping Portfolio Shift imports. The first setup step now helps you flag the cash row, so your saved templates recognize cash automatically on future imports.
• A quick check before restoring a document. Restoring an archived document now asks you to confirm first, so you won't bring one back by accident.
• A cleaner restore experience in the Archive. Restoring a client from the Archive is easier to scan now, with all the same safeguards in place.
• See which transcripts are already in use. When you link a transcript to a note, a Used marker shows which recordings are already attached elsewhere, so you can avoid duplicates.
• Faster, simpler Conversations. Click any recording to open its transcript right away, with cleaner pop-ups throughout.
• A cleaner, more organized Conversations page. Your recordings now sit in one place, grouped by date, so recent activity is easy to scan.

Fixes

• Unlinking a client from a group finishes cleanly. When you remove a client from a group, the action now completes and confirms right away instead of hanging.
• Archived entities show up right away. When you archive a household, corporation, or trust, it appears in the Archive section instantly instead of after a wait.
• Archived clients no longer clutter the recording link. Only your active clients show up when you link a recording, so you won't pick someone you've already archived.