Jul 2026
Engine
Verified workflow runs
Every delivered value is re-checked against its source system before the work ships, with per-field provenance and a full audit trail — figures that fail the check are withheld, not delivered.
Changelog
What's new
Recent product updates, workflow improvements, and shipped platform changes.
Jul 2026
Engine
Orchestrated workflows
Workflows now run as a conducted plan — each step gets only the tools and permissions it declares, hands its evidence to the next, and pauses for approval before any write that matters.
Jul 2026
Integrations
LinkedIn connect
Linking a firm's LinkedIn seat lets origination workflows send and track connection requests inside the same approval and audit path as every other action.
Jun 2026
Workflow
Schwab account-opening & TOA auto-fill
Builds Schwab application and transfer-of-account forms from client data plus a statement, delivered for signature via DocuSign — around 80% auto-fill on a complex multi-account case.
Jun 2026
Integrations
30+ connectors, live
Expanded coverage across custodians, CRM, financial & tax planning, portfolio reporting, documents, and e-signature — with new connectors added on firm demand.
May 2026
Workflow
Weekly digests & meeting briefs
A rolling 7-day client-email digest and a Monday meeting brief, so advisors stop reading full inboxes to stay oriented.
May 2026
Engine
Scheduled batch runs
A Friday batch spawns per-client child tasks for the next 14 days of calendar meetings — the system runs itself off the schedule.
Apr 2026
Flagship
Financial-Review meeting prep
A hands-off Financial-Review agenda and prep packet per client review — assembled from four-plus source systems, verified, and saved to SharePoint ahead of each engagement.
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