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, a dedicated home for every professional relationship that supports your business. Here is everything that is new.
Featured Updates
A dashboard that briefs you in 60 seconds
Contact List, a home for everyone who is not a client
The dashboard is where your day begins, and v1.5 makes that first read on your practice faster and clearer than before. Contact List is brand new, a dedicated place to keep every professional relationship that supports your business. What we care about is the value you take away every time you close the computer. Give the new dashboard a run, set up your Contact List, and tell us what works and what we can improve on. Every release is shaped by what we hear back from you.
Lucas
CTO & The Product Team
