This release delivers:
Centralized governance over notifications and invitation workflows
Improved marketing and referral execution
Refined client-facing presentation and scheduling clarity
NEW: Centralized Communication Governance
Expanded Notification Controls
Firms now have direct control over how communications are delivered across push, email, and SMS.
Admins can:
Enable or disable notification channels (Email, SMS, Push Notification)
Customize message content
Standardize outbound communication across advisors
This supports brand consistency and strengthens oversight of client messaging.
Advanced Custom Notifications
This enables structured, intentional communication rather than broad distribution.
Custom notifications now support:
Audience segmentation
“Send on behalf of” designation
Send Now or Schedule options
Stronger Marketing & Referral Execution
Marketing and referral workflows have been refined to improve data capture, brand presentation, and invitation control.
Media-Supported Invitation SMS
Marketing and referral invitations now support embedded images or video within SMS messages, reinforcing brand context during outreach.
Structured Contact Capture Before Download
Marketing and Referral pages now guide users through a required contact information form before redirecting to the app download step. This ensures contact details are captured prior to invitation completion.
Centralized Invitation Controls
Invite and Reinvite configuration, including Marketing Link controls, are now managed within Notification Configuration. This centralizes outreach settings and strengthens administrative oversight.
Advisor Transparency Enhancements
Licenses & Certifications
Advisor licenses and certifications can now be managed within profiles and displayed to clients under “My Team.”
This reinforces transparency and professional credibility within the client experience.
Feed, Messaging & Workflow Improvements
Improved Readability for Long Post Content
Long Feed posts and messages now include “See More / See Less,” preserving readability while maintaining access to full content.
Improved Link Rendering
URL preview behavior in Feeds and Messages has been stabilized for more consistent presentation.
Team Level Group Messaging Customization
You can now set a default image and naming convention for system-generated group message threads at the Team level. This helps conversations clearly reflect the appropriate team or service group, while automatically using the firm-level default image when a team image is not configured.
Clickable Cards (Web)
Cards in the web app are now fully clickable when a link is associated, improving navigation clarity.
Schedule & Administrative Refinements
Add and Edit workflows across the Schedule page have been visually refined for clearer task creation
Calendar previews now display the target contact type before launch
Advisors cannot edit or delete tags, preserving administrative control
Notification details are visible directly within the All Notifications page
Advisor availability status can be updated from the right-side drawer
Resolved spacing inconsistencies in Posts and Messages.