Documentation

Changelog

Track all updates, new features, and improvements to Wealthie's financial modelling platform. We're constantly working to enhance your experience and add new capabilities.

Feature
Workflow booking invitations - Added rich-text booking invite editing, Nylas scheduler booking capture, location and in-person defaults, and booking-link fields. Extended invitation support across onboarding, review, KiwiSaver, insurance, investment, and multi-stream workflows.
Feature
Generic document generation - Introduced a reusable document-generation pipeline that supports SOA and workflow documents.
Feature
Claim SLA tracking - Implemented SLA tracking and a periodic review workflow for insurance claims.
Feature
Risk profile pagination - Enabled pagination for tall risk profile sections in generated documents.
Feature
Discovery meeting phase - Added a discovery meeting phase to the onboarding workflow and renamed the prospect phase to “Introduction”.
Feature
Card-based table splitting - Refactored card-based table layouts to respect visual row boundaries.
Improvement
Model upgrade - Switched Mastra models to Grok 4.3.
Improvement
Scheduler configuration - Added location support to Nylas scheduler configs and booking-link defaults, including an in-person option.
Improvement
Admin integrations - Updated the admin integrations page to manage scheduler locations and booking links.
Improvement
Workflow triggers - Extended workflow trigger routes to support booking invitation scope and richer phase configuration.
Improvement
Review forms - Updated review form token generation and the review form page to support booking links and improved submission handling.
Improvement
Email templates - Refined booking invite, review reminder, and follow-up emails with booking buttons and calendar links.
Improvement
Post-review actions - Improved post-review scheduling and the booking-invite sending dialog.
Improvement
Unauthenticated submissions - Redirect unauthenticated form submissions to a success page instead of failing.
Improvement
Documentation - Added workflow booking-invite documentation and Wealthie two-pager documents for advisers and clients.
Bug Fix
Booking reference fields - Removed unused booking reference fields from scheduler data.

Version Information:

  • Major releases include significant new features and breaking changes
  • Minor releases add new features and improvements
  • Patch releases include bug fixes and small improvements