3.0.6
2026-01-14
Squashing bugs
3.0.5
2025-02-27
Fixed messaging keyboard behavior
3.0.4
2024-12-17
Added
- Can view attachments added to messages
- Can add attachments to messages
3.0.1
2024-08-07
Fixed
- Messaging input field now allows interaction.
2.4.28
2024-02-05
Added
- Additional logging to connect and account via Plaid.
- Log linkSessionID for support tickets.
2.4.23
2023-10-24
Added
- Links in messages now show up as clickable hyperlinks.
Changed
- Removed image capture button from important people.
Fixed
- Addressed some small graphical issues.
- Can no longer create duplicate accounts when hitting the save invite button multiple times.
2.4.21
2023-09-22
Changed
- Privacy and terms now link to website.
2.4.19
2023-07-26
Fixed
- Deleted invite links now successfully delete.
Changed
- Income is now collected and reported on an individual basis.
- Updated Insurance Rate calculations and added ability to explore calculation factors.
2.4.16
2023-05-24
- Fixed issue where syncing from web to mobile would stop in some cases.
2.4.10
2023-04-20
Fixed
- Accounts now more reliably show account connection status.
2.4.9
2023-03-30
Changed
- Improved user experience during initial sign in and data sync.
- Removed some explainer text that was no longer applicable.
- Using new chart visual for net worth overview.
2.4.7
2023-02-08
A personal income of $0 is now accepted during onboarding.
2.3.10
2022-10-21
Added additional analytics to better serve.
2.3.7
2022-09-27
- Added device type to connected account setup to better troubleshoot issues.
- Improved ownership transfer when deleting an owner of assets or debts.
- Display an error when we are unable to retrieve accounts after a successful connection.
- An issue removing documents from an asset currently being created.
2.3.1
2022-08-09
Added
- Added explainer text when entering monthly spending estimate.
Changed
- When calculating Burn Rate, debt payments are now subracted from annual spending.
- Add calendar icon to date cells.
- Updated text explaining debt rate details.
- Changed text to clarify that your spending total should include debt payments.
- Add clarity to progress report spending.
- Add clarity to calculate spending scene.
- Debt rate now includes extra debt payments.
- Business Term now includes Private Stock.
- Tax rate now uses the income from the tax return rather than the user entered annual income.
- Savings Rate no longer includes extra debt payments.
- Debt rate now includes extra debt payments.
2.2.16
2022-07-12
Added
- Added additional analytics.
Fixed
- When viewing a document, the navigation bar now shows correctly.
2.2.13
2022-06-21
The remove client button thought the web interface was going to pick up its slack and stopped working. We've whipped it back into shape.
The app imagined it was still best buds with the server even after being rejected. It can now take a hint and sign-out appropriately.
Added additional analytics to help us know the perfect places to make the app better, just for you!
2.2.7
2022-04-25
Changed
- Removed values sync correctly.
- Helps ensure sync problems do not create duplicates.
- Change account type now includes real estate.
2.2.4
2022-04-11
Added
- Implemented pull-to-refresh for client data.
Changed
- Changed the way the widget in Financial Independence displays retirement age for clients ages 85 and older.
- Improved validation for recurring contributions.
Fixed
- Changing account types now syncs correctly (for new changes).
- Improved the Real Estate outstanding balance calculation.
- Improved the Insurance Rate calculation.
1.4.12
2022-01-03
Changed
- App can now check to make sure it is up to date.
- Updated the Data Protection Officer info in privacy policy.
1.4.8
2021-10-13
Fixed
- Onboarding prompts again are automatically displayed for new users.
1.4.6
2021-09-25
Fixed
- Fixed bug where a prompt stack could be presented more than one at a time.