7.1.1
Improved one-time payment experience
Expanded support for Universal Life billing accounts
Performance improvements and bug fixes
5.20.0
Added the ability to archive previous notifications to keep focus on your primary tasks
Performance improvements and bug fixes
5.19.1
Authentication enhancements and bug fixes.
5.18.0
Added ability for eligible clients to withdraw funds from Account Surplus
Performance improvements and bug fixes
5.17.0
Performance improvements and bug fixes
5.16.0
Improved Documents experience
Added the ability to receive notifications as you approach your Cash Flow Spending Targets
Added ability for eligible clients to see and use Account Surplus towards payments
Performance improvements and bug fixes
5.15.0
Performance improvements and bug fixes
5.14.0
Performance improvements and bug fixes
5.13.0
Performance improvements and bug fixes
5.12.0
Performance improvements and bug fixes
5.11.0
Moving forward, you can access notifications you have received by tapping the Profile icon.
Performance improvements and bug fixes.
5.10.0
Performance improvements and bug fixes
5.7.1
Added a Portfolio Breakdown to dynamically view your Northwestern Mutual investments
Performance improvements and bug fixes
5.6.0
Mar 7, 2023
Performance improvements and bug fixes
5.5.0
Feb 21, 2023
Added the ability to split a single transaction into multiple categories
Performance improvements and bug fixes
5.4.0
Feb 7, 2023
Performance improvements and bug fixes
5.2.0
Jan 10, 2023
Performance improvements and bug fixes
5.1.2
Dec 19, 2022
Added the ability to map transaction categories to specific Cash Flow buckets within your Transaction Rules.
Performance improvements and bug fixes
5.1.1
Dec 14, 2022
Added the ability to map transaction categories to specific Cash Flow buckets within your Transaction Rules.
Performance improvements and bug fixes
5.0.0
Dec 1, 2022
Added a Profile section for frequently accessed content like documents, advisor contact information, and more. Removed the More tab.
Added an investment summary screen
Performance improvements and bug fixes
4.14.0
Nov 15, 2022
Performance improvements and bug fixes
4.13.0
Nov 2, 2022
Performance improvements and bug fixes.
4.12.0
Oct 18, 2022
Performance improvements and bug fixes
4.11.0
Oct 5, 2022
Performance improvements and bug fixes
Added Investment and Recent Articles widgets.
4.10.0
Sep 21, 2022
Updates to Rate of Return to include time or dollar weighted calculations
Performance improvements and bug fixes
4.8.0
Aug 24, 2022
Performance improvements and bug fixes
4.7.0
Aug 9, 2022
Performance improvements and bug fixes
4.5.0
Jul 12, 2022
Includes performance improvements and bug fixes.
4.4.0
Jun 28, 2022
• In this release, you may now pay your bills early, or adjust the frequency of your payments.
• Also includes performance improvements and bug fixes.
4.3.0
Jun 14, 2022
This version contains performance improvements and bug fixes.
4.2.0
May 31, 2022
This version contains performance improvements and bug fixes.
4.1.0
May 17, 2022
• Added Cash Flow and Transactions widgets.
• Added holdings for externally linked investment accounts.
• Also includes performance improvements and bug fixes.
3.3.9
April 19, 2022
This version contains performance improvements and bug fixes.
3.3.8
April 6, 2022
This version contains performance improvements and bug fixes.
3.3.6
March 22, 2022
• In this version clients will be able to make and manage one-time loan payments.
• Also includes performance improvements and bug fixes.
3.3.5
March 9, 2022
This version contains performance improvements and bug fixes.
3.3.1
January 25, 2022
This version contains performance improvements and bug fixes.
3.3.0
January 11, 2022
- Refreshed design to improve contrast and updated Summary Tab with more focused information.
- This version also contains performance improvements and bug fixes.
3.2.14
December 3, 2021
Added the ability to update Communication and Email preferences.
We will soon be adding the ability to contribute to your Roth IRAs.
This version also contains performance improvements and bug fixes.
3.2.11
November 2, 2021
Over the next few weeks, we will be migrating users to a new and improved account linking experience.
This version contains performance improvements and bug fixes.