What's new? May 2026

Overview

Based on feedback from advisors using the platform, we’ve made two improvements

• Firm admins can now reassign clients between advisors
• Advisors now have a richer view of risk comfort scores when selecting an investment risk level for a goal.

Client Advisor Reassignment:

Firm admins can now reassign a client or household to a different advisor. This option is only available to firm admins and will not appear for standard advisor accounts.

• Access via Edit client details or Edit household details on the clients page.
• Primary advisor and Confirm primary advisor fields must match before changes are saved.
• Standard advisors will see the same editing as before with no advisor field visible.

Investment Option - Detailed View

When reviewing or editing a client's investment risk level, advisors can now access a detailed modal showing risk comfort scores and ideal matches. This makes it easier to select the right investment level for each client.

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