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Changelog

What's new in Smart Advisor

Product updates, new features, and improvements — shipped continuously for advisors who run their own practice.

Release History

Latest releases

v2.4 June 11, 2026 New
  • Upgraded AI assistant rolled out to all plans, with faster meeting summaries and sharper follow-up task suggestions.
  • Daily AI briefing now ranks at-risk relationships using the family tree score.
  • Multi-CRM sync added for two additional providers.
v2.3 May 28, 2026 Improved
  • Compliance Command Center redesigned with a clearer supervisory queue.
  • WORM archive export is now faster for large record sets.
  • Client portal loads documents up to 40% quicker.
v2.2 May 14, 2026 New
  • Family tree view launched, mapping heirs and household relationships with an engagement score.
  • White-label branding for the client portal added to all plans.
v2.1 April 30, 2026 Fixed
  • Resolved a timezone issue affecting scheduled meeting notes.
  • Fixed a rare export error in advisor analytics.
  • Improved reliability of the AI notetaker on long meetings.
v2.0 April 15, 2026 New
  • Launched the Wealth Command Center: unified CRM, AI notetaker, briefings, and compliance archiving in one platform.
  • Introduced flat Solo pricing for firms up to three advisors.

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