We’ve introduced several updates to streamline your workflow, strengthen client engagement, and give you more control over the experience you deliver. Here’s what’s new:

Centralized Navigation

All configuration, reporting, and tool access has moved to the Settings Gear Icon in the top-right corner of the screen (next to the bell icon). The side menu now highlights only the most essential, everyday communication features.

Experience Management Has Evolved

Individual one-on-one templates have been retired. You’ll now configure client experiences using a unified system of Experiences that combine the following templates:

Resource Templates – Organize and group content into categories and subcategories for clients to access.
Featured Resource Templates – Highlight specific content on the client’s homepage.
Card Templates – Define which cards display in the app carousel.
These templates are now grouped into an Experience, which can be assigned to clients and prospects and represents what the contact can view and interact with in-app.

Cascading Changes

Better yet: When you update any of these elements: Resource Template, Card Template, Feat. Resource Templates, Teams, or Campaigns, those changes automatically cascade to every client who’s assigned that experience element—no manual reassigning required. It’s a faster, smarter way to keep your client experience consistent and up to date.

Teams

In addition to Experiences, you can now configure and assign Team templates to define who supports each client and how they can communicate.

Create a Team Template that includes both Primary and Secondary Advisors/Team Members.
Control access to direct and group messaging at the template level.
Assign Teams to clients individually or in bulk—right from the Contacts module<> or from the Contact Summary Page.

Once assigned, advisors listed in the client’s team will appear in their app under “My Team,” with message icons based on the permissions you’ve set.

Campaigns

Campaigns now power client onboarding—and more to come.

Build campaigns to guide new clients through an onboarding sequence with scheduled posts, action items, reminders, or messages.
Assign a Campaign as part of the client’s overall setup, either during individual contact editing or using Bulk Actions.
Campaigns are currently used exclusively for onboarding, but we’re laying the foundation for more automated, sequenced interactions in the near future.

Together with Experiences and Teams, Campaigns help deliver the right content and support to the right client at the right time—without extra admin overhead.

Assigning and Managing Experiences

You can assign an Experience in two ways:

Individually: Use the Experience module on the Contact Summary Page.
In Bulk: Use the Bulk Actions menu on the Contacts module to Assign or Update Experiences

Additionally:

Review Experiences: From the Contacts module, you can access a detailed report showing which templates (Resources, Featured Resources, Cards, and Teams) are assigned to each contact.

Updated Experience Reporting

Advisor Experience Report
See which clients are assigned to which templates for quick audits and visibility.

Contact Management Enhancement

A new Status column on the Contacts module allows you to filter by Assigned, Not Assigned, Active, or Invited.

You can now Invite or Reinvite contacts in bulk from the same interface.

Smarter Messaging Permissions

Messaging has been fine-tuned to support more intentional communication:

Clients can only initiate messages with advisors if:

The advisor has started a conversation first, or
All messaging toggles (configured via Teams and the Contact Summary Page) are enabled.

We recommend reviewing your team messaging settings to ensure your firm’s communication strategy aligns with your service model.

Schedule Improvements

A new Contact Type filter allows you to schedule posts, action items, reminders, or events for specific segments like Clients, Leads, or Prospects.

If you schedule a task to a Contact Type (Clients, Prospects, or Leads), it will be delivered to all active contacts of that type, whether you're their primary advisor or part of their advisory team.