This release introduces immediate email alerts for advisor direct messages, clearer outreach management, improved content organization, advisor profile updates, expanded notification configuration options, and more efficient admin workflows.

Advisors and team members can now receive an immediate email notification when they receive a direct message or group message in the app.
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This gives advisor teams another way to stay aware of new client messages. The email is customizable and can include key message details, including the contact name, time received, and a preview of the message, with a link back to the conversation in the app.
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This update applies to advisor and firm user notifications only. Contacts do not receive these email alerts for direct messages or group messages.

This update helps firms:

Admins can edit and turn this setting on or off at the firm level in 🍎Notification Configuration (Direct Messages - Immediate Email)
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The Schedule area has been renamed Outreach to better reflect how teams use this space to plan, review, and manage client-facing communication.

Preview content has also been updated across outreach options, giving users clearer information before content is sent.
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Feed post formatting and display have been improved to make content easier to read and review.

This includes updates to:

These updates create a cleaner viewing experience for longer posts, comments, and conversations.
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Contacts can now save feed posts to a default bookmark collection or create custom collections to organize saved content.

With Bookmark Collections, contacts can:

🍎 Learn More about Feed Post Bookmark Collections

Admins and Advisors can now move single or multiple resources between folders in the Resource Library.
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When an Admin updates Resource Library organization, those changes are available to all advisors. This helps firms keep client-facing materials easier to organize, maintain, and navigate.
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🍎Learn more about Resource Library organization
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Advisor Profiles now support separate fields for:

Advisors can select a Preferred Phone Number, which displays to clients on the My Team screen in the mobile app.
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Calling is only enabled when valid phone details are available. If phone data is removed, preferences update accordingly.
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🍎Learn more about Advisor/Team Preferred Phone Number configuration
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Admins can now configure referral systems for advisors directly from the admin workflow.
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Previously, referral setup required logging in as each individual advisor to configure their referral system. Admins can now manage this setup centrally, reducing repetitive setup work and giving firms a cleaner way to prepare referral workflows across advisor teams.
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This update helps firms:

🍎 Learn more about Admin Referral configuration
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This release includes updates that give firms more flexibility and visibility around notification-related workflows.
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Secure Files Uploader Visibility

The Secure Files section now displays the uploader name, giving teams clearer context when reviewing uploaded files.
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Vendor Disconnection Email Updates

Vendor disconnection emails have been updated to more clearly highlight when a connection requires attention.
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Custom Notification Archival

Custom notification activity can now be archived in configured archival tools. This includes delivery, edits, resends, and deletions.
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Archival behavior aligns with existing compliance retention patterns for Messages and Feeds.
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🍎 Learn more about Notification Configuration
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Preferred names now display in supported areas of the platform when available.

When a preferred name is present, the contact name will display using the preferred name format. Contacts without a preferred name will continue to display with their standard first and last name.
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Search also now includes preferred names, making it easier for teams to find contacts using the name they commonly use.
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The Advisor Experience Report now includes a Contact email column, giving teams an additional identifier when reviewing advisor experience activity and report data.
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The mobile app has been refreshed with updated typography and design elements to create a more consistent experience across screens.
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These updates include font changes, refined spacing, and visual improvements throughout the app. Core navigation and workflows remain the same.
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