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Release Notes

iOS v1.1.0 - Client Management Enhancements​

Release Date: 03/05/2026

Highlights​

  • Added + action on the Clients screen for eligible advisor users to create new client records directly in iOS.
  • New client creation now defaults to the logged-in advisor's organization context.
  • Added Client Details Actions menu with:
    • Reset Password
    • Delete
    • Block User / Unblock User
    • Tag Advisor / Untag Advisor

UX / Reliability​

  • Added progress/loading feedback while client actions are processing.
  • Improved error handling for beta environments where GraphQL is unavailable, including graceful completion behavior for non-blocking client delete scenarios.

v8 - Web App Refresh + iOS App​

Release Date: 02/08/2026

Highlights​

  • Web app refresh aligned to the new design system with updated colors, typography, and component styling across core UI elements.
  • Native iOS app for advisors and clients with role-based navigation and feature parity for values, goals, and vision.

iOS App (New)​

  • Client workflow: Values assessment (15 → 10 → 5), goals, and vision statement review.
  • Advisor workflow: Client list, assessments review, goals management, teams, and vision chat for drafting statements.
  • Settings: profile, subscription status, notifications, appearance, privacy, and support links.

Web UX Improvements​

  • Assessments page layout updated for full-width modern presentation with clearer hierarchy.
  • Home page layout adjustments to prevent section overlap and improve spacing.
  • Footer redesigned with a responsive grid and updated branding.
  • Navigation bar logo updated for proper contrast on the dark header.

Bug Fixes​

  • Assessments search logic simplified and stabilized for name/ID searches.
  • CTA section and pricing table layout fixes to prevent overflow.

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.