Release announcements and changelogs
Release Notes- March 11, 2024
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features 1. Client Portal Access for “Partner” Clients Streamlined Fact Find and task management are now ...
Release Notes- December 22, 2023
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features 1. Auto-sync Customization Feature at Adviser-level and Client-level The new Data Auto-Sync ...
Release Notes- November 08, 2023
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Feature Client Document Vault (Watch Video Guide Here) The new Client Portal Document Vault feature provides ...
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 ...
Release Notes - July 8, 2022
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. Risk Profile is now available in the Client Portal Advisers can now activate the Risk Profile module in the ...
Release Notes - March 21, 2022
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features and Enhancements 1. Client Portal Templates - Watch Video guide Here Creation of reusable custom ...
Release Notes - December 2, 2021
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Feature/s: Client Fact Find Consent. 1. Enabling and customizing the flow for clients to provide digital ...
Release Notes - October 11, 2021
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features Client acknowledgement in Client Portal - you now have the option to display an acknowledgement of ...
Release Notes - August 26, 2021
This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features and Improvements Health Section - this is now available in the People module Estate Planning - you ...