This month, we have a variety of smaller updates to enhance your client meetings, as well as back-office enhancements across the platform.
Read More
This month, we’re taking a deep dive into our Sidebar functionality. We also give a quick update to the member navigation bar on the Asset-Map Report and Financial page.
Read More
We’re kicking off 2025 by showing off phase two of our Holistiplan integration, our dual Discovery feature, and a little tease of next month's big release - our fully integrated Sidebar functionality.
Read More
This month we’re showcasing another brand-new instrument-type, offering you the capacity to log Legal documents within the Asset-Map Report, plus we also invite you to watch our CEO, Adam Holt’s spotlight session from our recent AdviceTechLIVE virtual conference, detailing some recent and soon-to-be-released features.
Read More