Lucas · Mar 11, 2026
v1.4.0: One-Click Meeting Notes, AI Refinement, Voice Dictation & more...
Stop scrolling. This one matters. v1.4 introduces one-click meeting note generation, plain English refinements powered by Qira, voice dictation that actually understands financial terminology, contex...
Lucas · Feb 25, 2026
v1.3.0: Introducing Capture v2, Multi-Client Linking, Audio Upload & more...
Hello, welcome to one of the biggest updates we've shipped to date. We've completely rebuilt your recording experience from the ground up — and what we're releasing today is the foundation for somethi...
Lucas · Feb 18, 2026
v1.29.9: Portfolio Shift Overhaul, Virtualized Archive & More...
Hello, welcome to this week's update! We've been focused on polishing the Portfolio Shift experience, improving performance across the archive, and squashing bugs throughout the platform.
Lucas · Jan 23, 2026
v1.29.4: Date Display Fixes, UX Improvements & more...
This release resolves several timezone-related display issues, improved UX for vault upload links, and strengthens access controls across the dashboard. We also resolved issues with saving list conten...
Product Pulse
All updatesApr 7, 2026
Workboard Settings Now Persist Between Sessions
We've fixed an issue where workboard filter and sort preferences reset on every page reload.
Apr 6, 2026
Smarter, More Natural Meeting Notes
Meeting notes now adapt better to each meeting type with more natural language and structure.
Apr 6, 2026
Recording Summaries No Longer Fabricate Content From Empty Audio
We've fixed an issue where recordings with no real speech could show fabricated meeting summaries.
Mar 31, 2026
Recording Pipeline Reliability and Silence Auto-Stop
We've fixed a recording failure caused by oversized files and added automatic silence detection.
Lucas · Jan 19, 2026
v1.29.3: Redesigned Conversations, Spousal RRSP Tracking & more...
Big updates in this one. We redesigned Conversations from the ground up and added spousal RRSP tracking to Snapshots. Here's the full rundown:
Lucas Stifano · Jan 5, 2026
v1.28.0: Files Vault, Team Permissions, Client Groups & Portfolio Shift
Happy New Year everyone! I'm excited to share our first major release of Advisor Terminal with you via our new release notes. This is how we'll keep you updated on new features, improvements, and ever...
Lucas Stifano · Dec 30, 2025
Client Group: A Managed Entity Architecture
Managed Entities models households, corporations, and trusts the way they actually exist, so your notes, tasks, documents, and workflows stay organized without duplication.
Lucas Stifano · Dec 30, 2025
What is New in Portfolio Shift: Unified Rebalancing for Funds, Stocks, ETFs, Cash and Tax
Portfolio Shift grows from a mutual fund rebalancer into a complete portfolio construction engine handling funds, equities, ETFs, cash constraints, and tax impact in one workflow.
Lucas Stifano · Dec 30, 2025
RBAC: Team Access and View Only Mode
Role Based Access Control lets you control what each team member can do and which client entities they can see, enabling cleaner collaboration and tighter privacy.
