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...
Product Pulse
All updatesFeb 18, 2026
Smart Client Pre-Fill When Creating Tasks
Tasks now auto-select the client you're already viewing, saving you a step.
Feb 18, 2026
Archive Page Scrolling and Restore Fixes
We've fixed broken scrolling and restore dialogs on the archive page.
Feb 18, 2026
Polished CRM Overview and Details Panel
We've improved CRM document lists, added click-to-copy, and redesigned the vault toggle.
Feb 18, 2026
Checklist Remove Action and Activity Feed Polish
Fixed checklist action labeling and activity feed icon transparency
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.
