Release 1.5

Feature updates, improvements, and bug fixes

New Features

Family Portal

Chat with Kin - An AI assistant that helps you explore the Family Resource Library. Ask questions and get answers with citations to specific documents. Learn more →

Vision Albums - Upload and crop photos for your Family and Personal Vision dashboards. Learn more →

Guest Sharing - Invite external contacts from your Family Contacts to view selected family assets with controlled, read-only access. Learn more →

Wealth Advisor Portal

Chat with Kin - An AI assistant providing access to the Family and Partner Resource Library. Learn more →

Freemium Trial - Partner firms can now begin a 90-day free trial of the Premium subscription, with 3–5 advisor seats included. Learn more →

Admin Portal

Partner Information Hub - A centralised dashboard for managing partner relationships, including profile data, members, families, documents, internal notes, and billing. Learn more →

Improvements

Vision History now allows users to delete, preview, and restore previous versions of Personal Vision and Family Vision
Quotes can now be added by family members under Total Legacy
Family Dashboard now supports adding new tasks directly
Email Templates (all 32) have been updated for clearer language and consistent formatting
Coaching Session Purchase screen has improved layout and copy
Legacy Letters have reverted to their original naming to avoid confusion with prior terminology
Legacy Letter Prompts now include article links from the Resource Library
Legacy Letters on Mobile no longer suffer from scrolling issues
Seat Limits for partner seats and coaching sessions have increased to 100
Vision Content has been refined to improve clarity and align with the Total Family vision framework
Coach Family Stats are now visible to coaches, including vision completion, milestones created, and legacy letters written

Bug Fixes

Milestone Dates now display correctly across all timezones
Legacy Letter Formatting has been corrected to ensure consistent display across devices
Incorrect Password Messaging has been fixed on login and signup to provide accurate feedback
Legacy Contact Invitations now send only a single email per invite
Coaching Session Credit Calculation and related scheduling logic have been corrected
Partner Advisor Permissions have been fixed so advisors can perform the actions their role allows