Lucas · May 22, 2026
v1.5.0: A rebuilt dashboard and the new Contact List
Version 1.5 is a big one for the part of Advisor Terminal you see first. We rebuilt the dashboard from the ground up so a single glance tells you where your practice stands, and we added Contact List...
Lucas · May 8, 2026
v1.4.14: Smarter Tomorrow tab
A small dashboard quality-of-life improvement, focused on making your Tomorrow tab more useful at the end of the week.
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...
Product Pulse
All updatesMay 22, 2026
Contact List
Track COIs, wholesalers, and internal contacts with the new Contact List module.
May 20, 2026
Smarter Toast Notifications with Retry
Failed actions now show Retry buttons, and error notifications stay visible until dismissed.
May 20, 2026
Phone numbers paste and display correctly with the 1 prefix
Pasting 1-800 numbers no longer mangles digits, and the leading 1 stays visible in lists.
May 20, 2026
Linked transcripts now appear in the meeting note context picker
Transcripts you linked to a household now show up when adding context to a meeting note.
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...
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.
