Release Notes - September 2, 2022

Release Notes - September 2, 2022

This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal.

Visual updates in the Client Portal
  • Cleaner look of modules on the Client Portal Homepage
  • Completion marker that displays the completed modules
  • Email notification that provides a daily summary of the changes made by the clients

2FA Support
  • Optional and configurable Adviser and Client two-factor authentication that will provide an extra layer of security for all user logins

Bugs Squashed
  1. 7826 Ability to edit the Practice Name in the Practice Settings page
  2. 7025 Advisers are not showing up on the Adviser list in the Practice Homepage
  3. 7887 Image not displaying fully in the Advice Board PDF
  4. 7723 Client Portal Completion Status not updating correctly
  5. 7776 Multiple client names appearing in the Expenses page
Need more help?
If you have any questions or need a feature walkthrough, the Advice Revolution Support Team is happy to help. Send us a message at our support email, support@advicerevolution.com.au or conveniently book a 20 to 30-minute Get Help Session to discuss your needs.

Published and updated on: June 21, 2024
Version 1.1

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