In this sprint we worked primarily on the way portal messages work. Portal messages are secure chat rooms with benefits: you can send an unencrypted notification, or a message that requires logging in to be viewed, you can request documents via an upload button or ask clients to fill out fact finds. We added some […]
October 2025 release notes
New feature released: A public link to a workflow ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here) also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here) Internal forms ideal for financial advisors or anyone who conducts internal […]
June 2025 release notes
Welcome to our June release notes In this release we worked hard on launching the first version of the Tasks module, we have improved white-labelling features and payment functionality. Our user interface continues to evolve as we migrate remaining modules to a new system. Tasks Our tasks module is designed to help you assign tasks […]
May 2024 release notes
Welcome to our May release notes In this release we worked hard on improving workflows (those embedded in client portals and those used to sell services). Data can now flow between widgets, users can fill out forms faster, a quote can be electronically signed as well as paid for, and admins can manage workflow easier, […]