With the increasing options in CurrentClient, we needed to cleanup the action menu and make it a bit easier to get great content out to your clients.

See who is in the conversation and add private threads to add information so your team knows what is going on.

Get the team together and keep everyone on the same page.

Extends the data points coming into CurrentClient from Wealthbox with Custom Fields!

Choose which contact types you want to bring in so you can keep your CurrentClient list clean and focused on only relevant contacts

New features

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- Surveys responses now land in Wealthbox as a note

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Other updates‍

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‍- Updated campaign and broadcast layout to be easier to use

- Updated client form templates layout

- Several bug fixes and improvements.

🌳 New website

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Bringing the things together for a website refresh and launch. More products details and a better onboarding experience. Gotta love it.

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