Release Notes - 18th November 2021

Included in your latest release...


  • New design on the Adviser Profiles (People) tab for easier use
  • Updated design on the add/edit Adviser Profiles screen for improved usability

  • Multiple improvements and fixes

New Adviser Profiles Design

We’ve updated the People tab so that your Adviser Profiles are now displayed in a more compact and easier-to-use list format. When you add a new adviser profile or edit an existing one, we’ve made improvements to the screens so that it is clearer which profile you are editing and the buttons are always visible.