PUBLIC CHANGELOG
What changed.
What comes next.
Dated updates with explicit availability. Live means available in the stated scope; Coming includes work in development or testing without confirmed production rollout. Not planned identifies work outside the stated product scope.
November 5, 2026 · Public evaluation resources
Added RIA and institution evaluation paths, FAQs, a sourced comparison and this changelog. This entry describes website content, not a platform release.
Week of October 26, 2026 · Trust Center workflows
Development updates reported quarterly access reviews, a monthly exam pack and privacy-request tracking as merged. Production availability is not confirmed here.
Review the scopeWeek of October 26, 2026 · Planning and model workflows
Development updates reported separate retirement assumptions for couples, scenario presentations and model comparisons as merged. Confirm rollout and access during a walkthrough.
Week of October 26, 2026 · CRM history import
Development updates reported history-import work for Redtail, Wealthbox and Salesforce as merged. This is not a claim of complete production integrations or guaranteed migration coverage.
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