2.1.0
- View and manage your income, expenses, assets, and liabilities in one place
- Track your net worth and get real-time insight into your monthly surplus
- Use upgraded Savings Calculators with an activity log to review and refine goals
- Complete or renew your Risk Profile, sign digitally, and keep your strategy aligned
2.0.0
- Introduced performance stats and interactive charts.
- Delivered comprehensive insights into clients' holistic plans.
- Launched advisor profiles, providing direct access to advisor contact details and professional insights for stronger collaboration.
- Upgraded the calculator interface with a more interactive and intuitive design.
- Unveiled a brand-new design and interface.