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
KiwiSaver Fund Comparison - Added KiwiSaver fund comparison and direct presentation creation functionality.
Feature
PDF Export for Presentations - Added PDF export functionality for presentation reports.
Feature
Insurance Enhancements - Insurance state types (In Force, Cancelled, Lapsed, etc.) and partial insurance policy extraction capability.
Feature
Goals and Recommendations Tables - Goals and Recommendations tables added to SOA documents and Strategy Brief/TOE editors/forms for comprehensive client documentation.
Feature
Multi-Email Support - Member details now support multiple email addresses per household member with calendar event auto-linking working across all email addresses.
Feature
Presentation Report Page - New dedicated presentation report page with key metrics tables for comprehensive client presentations.
Feature
Table Customisation - Column configuration for income/expense tables and dynamically selectable visible fields for assets & liabilities tables.
Feature
Household Management - Household status labels (Client, Prospect, Lead, etc.) with status column in households table for better client categorization.
Feature
Calendar & CRM Integration - Auto-linking of calendar events with attendee emails and household member relationships, color coding for linked events, and dynamic Recent Activity card sourcing from interactions, tasks, and document statuses.
Feature
AI-Powered Household Insights - Functional household summary using AI agents to analyse recent interactions and household data.
Feature
Document Features - Front page image repository for reusing previously uploaded images, front page rendering for TOE templates, and Member Details tab in household view.
Feature
CRM Features - Ability to create interactions from bot-recorded transcriptions and age filter for cashflow charts.
Feature
Transcription Cancellation - Transcription cancellation support for better control over ongoing transcriptions.
Feature
Compare Scenarios - 'Compare Scenarios' functionality in misc tab for direct access to presentation page.
Feature
Portfolio Management Platform - Comprehensive portfolio tracking and analysis with portfolio valuation line chart, chart layout configuration, time period configuration, portfolio deletion, default metrics, key metrics charts, growth/defensive pie chart, and portfolio data integration in planner investment modal.
Improvement
Age Bracket Logic - Incomes, expenses, property rental, KiwiSaver and investment periods now respect 'To Age' approach (e.g., income from 50-65 means year 65 is NOT an income year).
Improvement
Email Verification UI - Email verification component UI improved for better user experience.
Improvement
Email Template Redesign - Email templates redesigned with sleeker, more minimalist styling.
Improvement
Assumptions Preview - Assumptions preview now hides goals and cash sections when empty.
Improvement
Member-Specific Naming - Member-specific names now used throughout instead of 'main' and 'partner'.
Improvement
Assumptions Consolidation - Assumptions accordions consolidated into single accordion with table view.
Improvement
Chart Export Sizing - Chart exporting sized to fit A4 format for professional reports.
Improvement
Reporting Display - Reporting page displays actual scenario names in charts and sections widened to 70vw for better visibility.
Improvement
AI Agent Upgrades - Extraction agents upgraded to Fast reasoning models, insurance extraction agent switched to Fast models, and note update agents improved with better prompts.
Improvement
Strategy Brief Updates - Strategy Brief active status can now be updated by all organisation members.
Improvement
Extraction Modal Streamlining - Unified extraction modal streamlined to show only unmapped data tab in discovery form.
Improvement
Form Performance - SOA and Strategy Brief forms now use preloaded data instead of database fetching.
Improvement
Table Line Items - Line item addition in income and assets tables now includes non-default columns.
Improvement
Modal Spacing - Modal inputs updated with improved spacing for borders.
Improvement
Calendar Loading - Calendar component now lazy loads with skeleton loader for improved visual appeal.
Improvement
Notetaker Integration - Notetaker integration switched from Nylas to Attendee, with dynamic notetaker name based on user.
Improvement
Calendar Auto-Linking - Calendar event auto-linking moved from webhook to calendar API for better consistency.
Improvement
Sidebar Improvements - Transcription and note sidebars aligned for consistency, and transcriptions/notes maintain household sidebar context.
Improvement
Document Status Display - Pending documents card displays all document statuses.
Improvement
Interaction Descriptions - Calendar events linking updates interaction descriptions via webhook.
Improvement
Overview Redesign - Overview page redesigned as client snapshot with header moved into overview page.
Improvement
Transcription Extraction - Transcription extraction for assets and liabilities enhanced for better financial data extraction.
Improvement
UI Refinements - Misc tab button layout improved, email/interactions/tasks UI improvements, and accordion content/comments now show immediately.
Improvement
Transcription Performance - AssemblyAI transcription switched from polling to webhook approach.
Improvement
Portfolio Management - Portfolio name changes update linked assets automatically, portfolios auto-link and sync latest holdings, portfolio view changed to read-only with modal access, risk profile display changed from badge to text, growth and income aspects included in total expected return factor, charts updated to show only current and prior periods, export improved with aligned charts and clear legends, and time period selector includes delete and edit capabilities.
Bug Fix
Email Filtering - Fixed email filtering for Microsoft accounts.
Bug Fix
Planner Route - Resolved null fetch issue for planner route scenario metrics.
Bug Fix
PDF Generation - Fixed assumptions export in presentation report PDF generation.
Bug Fix
Save Functionality - Save functionality now respects planner type correctly.
Bug Fix
Calendar Event Duplicates - Auto-linking calendar events now produces single interaction instead of duplicates.
Bug Fix
UI Fix - Fixed time period edit and delete icon overlap with layout button.

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