Manual Value Adds, Admin Controls & Platform Improvements

Manual Value Add Creator (New Feature)

You can now create Value Adds manually for any household — no automated calculation required. This is ideal for one-off scenarios, prospect meetings, or cases where you want full control over the inputs.

Four Value Add types are supported at launch:

• Guardrails
• Buckets
• Net Worth
• Beneficiary

Cleaner, More Reliable Surge Output (Improvement)

Surge packets now consistently reflect the most current Value Add data. We've also refined PDF rendering for manually-created Value Adds so layouts stay clean and properly spaced across page breaks.

Settings Updates Apply Immediately (Improvement)

Updates to company information and Value Add settings now take effect across the platform right away — including in the sidebar — without needing to refresh the page or sign back in.

Account Imports — Foundation for What's Next (Enhancement)

We've reworked the account import pipeline behind the scenes to make it more reliable and easier to extend. You shouldn't see any change in day-to-day import behavior, but this sets the stage for upcoming import enhancements.

Platform Stability (Behind the Scenes)

• Modernized the database connection layer for improved long-term reliability.
• Added isolated review environments for new changes so every update can be fully validated before it reaches your firm.