Changelogs
Stay up to date with the latest changes and enhancements.
Stay up to date with the latest changes and enhancements.
09. Jun 2026
Share
A big portfolio release, plus a batch of reported-issue fixes.
Portfolio Experience 2.0 — Advisor Tools, Health Insights, Property Matching, and Email Ingestion.
Workspace names and a range of portfolio UX improvements.
Market Categorisation chart updated.
Task status dropdown no longer shows duplicate entries.
16 reported issues fixed, along with general quality improvements.
Tighter data-access security (RLS) with faster direct queries, improved Attio/InvestorKit data accuracy, and build/type-safety work.