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:
Featured Updates
Conversations: Designed Around How You Actually Work
We redesigned Conversations to fix a frustrating problem: when you linked a recorded meeting transcript to a client, it vanished from view—making it hard to track which meetings you'd already handled. Now your recordings stay visible and grouped by date, so you can always look back at yesterday's or today's activity to see what's been processed and which clients still need attention.
- Recordings stay visible: Linked recordings no longer disappear—you can always trace back to see what you've processed.
- Organized by date: Quickly scan recent days to find recordings and see which clients need follow-up.
- Simpler, focused interactions: We removed bulk selection in favor of one-click transcript access—every action now has a clear purpose.
- Editable titles: Rename AI-generated recording titles to match your naming conventions.
Track Spousal RRSP Contributions in Retirement Outlook
Spousal contribution tracking is now built into Retirement Outlook. Record whether your client made a spousal RRSP contribution, along with the date and amount—so you'll always know when the three-year attribution period has passed and your client's spouse can start withdrawing in their own name.
- Contribution history: Capture the last contribution date and amount directly in Snapshots.
- Attribution clarity: Know exactly when attribution rules expire to help plan withdrawal timing.
New Features
- We redesigned the Conversations page with a cleaner, date-grouped recording list #279
- We simplified recording interactions with one-click transcript access and streamlined modals #278
- We added spousal RRSP contribution tracking to Retirement Outlook for attribution rule planning #272
- We added the ability to edit recording titles, so you can rename them to match your naming conventions #269
- We added a "Used" badge to the link transcript modal, so you can see which recordings are already attached to notes #277
- We redesigned the Link Recording modal with a cleaner layout and more reliable dropdown behavior #270
- We added a confirmation step when restoring archived documents, so you won't accidentally restore the wrong item #274
- We added clearer guidance for identifying cash rows in the Portfolio Shift CSV mapping wizard #271
Improvements
- We've fixed an issue where archived clients could still appear in the recording entity selector #276
- We've fixed an issue where the unlink modal would get stuck showing "Unlinking..." even after the action completed #268
- We've fixed an issue where archived entities wouldn't appear immediately in the Archive section after archiving #273
- We've improved the entity restore dialog with a cleaner, more polished design #275
Explore the latest updates and share your thoughts with us. Your feedback, as always, plays a crucial role in helping us improve Advisor Terminal for everyone.
Lucas
CTO & The Product Team
