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
Real-time Transcription - Added AssemblyAI real-time transcription to the simple text editor section of documents, enabling live voice-to-text capture during client meetings.
Feature
Duplicate Detection System - Implemented intelligent duplicate detection for incomes, assets, and insurances that runs automatically before data extraction, with parallel processing for better performance.
Feature
Database Panel Enhancements - Added household and type filters to notes and document library tables, plus table formatting capabilities in preview mode with continuous borders.
Feature
AI Enhancement Modal - Introduced a dedicated modal for easier interaction with AI enhancements, supporting multiple new enhancements in a single pass.
Feature
Multi-File OCR Upload - Added comprehensive upload functionality for insurance tables, assets & liabilities, and income/expenses with Mistral OCR support for PDFs and images. All upload modals now support multiple files simultaneously.
Feature
Bulk Actions - Introduced bulk actions modal with delete functionality and checkbox selection across assets, liabilities, and insurance tables for efficient data management.
Feature
Quick Line Item Addition - Added quick line item addition for incomes & expenses without opening the full modal, streamlining data entry workflows.
Feature
Multi Export for Transcripts - Enhanced AI panel with multi-export option featuring drag-and-drop, preview, and export capabilities for transcripts and notes.
Feature
10 Scenario Support - Expanded presentation page from 5 to 10 scenarios with proper scrollable X-axis and responsive card layouts.
Feature
Advanced Transcription Features - Added chapter summarisation and speaker recognition with segmented transcriptions for uploaded audio files.
Feature
Document Export - Implemented PDF and Word export functionality for the note editor, plus table formatting support for document print/PDF export.
Feature
Property Renovations - Initial implementation of property renovation tracking with debt inputs that persist properly across scenarios.
Feature
SSO Implementation - Added Google and Microsoft Single Sign-On for streamlined authentication.
Feature
Microsoft Outlook Integration - Added calendar integration support for Microsoft Outlook alongside existing Google Calendar support.
Feature
KiwiSaver Comparison Table - Introduced comprehensive KiwiSaver comparison tables in SOA and Strategy Brief documents with automatic highlighting of lowest fees.
Improvement
Unified Table Layout - All tables in household view now use a consistent, unified layout and structure with improved header alignment, uniform chevron placement, and scrollable interfaces instead of pagination.
Improvement
Search Performance - Significantly improved search speed and performance through Supabase function optimisation.
Improvement
Transcription Upload Optimisation - Enhanced transcription upload process with batch chunking for faster performance and added transcription-only mode for large files to prevent timeouts.
Improvement
Editable Strategy Briefs - Strategy Brief forms are now fully editable, allowing for easier updates and modifications.
Improvement
AI Enhancement Types - Added new AI enhancement types including Client Profile, Investment Property, Email Follow Up, Insurance Summary, Financial Planning Summary, Deep Dive, and Initial Meeting Summary.
Improvement
Chart Heights Standardised - Chart heights standardised from 40vh to 400px for visual consistency across the platform.
Improvement
Partner Super Eligibility - Partner super eligibility age now properly saved in the super override process.
Improvement
Withdrawal Tooltip Enhancement - Surplus & Deficit now properly displayed in withdrawals bar tooltip for complete financial visibility.
Bug Fix
Net Income Calculations - Net income calculations now correctly include board income for accurate financial modeling.
Bug Fix
Document Status Management - Fixed an issue where documents could be accidentally deleted from the document library.
Bug Fix
KiwiSaver Contribution Saving - Fixed an issue where Partner Kiwisaver Contributions were reverting to 3% if user saved them as 0%

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