Want to learn more about the new feature releases? Register now for our live webinar Friday, September 4th at 1pm CST.

Release Highlights

Financials for Contacts

We’re excited to introduce Financials, a new contact accordion in Swivel that gives you a consolidated view of your clients' financial information. Agents can add external holdings—even those not serviced by their firm—to get a more complete picture of your clients’ financial lives, all in one place. Their clients can also add Financial information through the Client Portal to share with their agent.

Client Portal Update

The Client Portal gives your customers greater visibility into the accounts and policies you manage for them. Now, your clients can also add in accounts not managed by your firm for an all-in-one experience to see their financial picture.

Contact Filtering Enhancements

When filtering your contacts, users will now see additional field options for some filters, allowing users greater detail in the results they are looking to filter. Users can now filter for empty values as well as date ranges for Created Date.

Other Enhancements

• Text messages sent from Swivel now support GIFS and documents
• Recently Viewed contacts from quick search
• Updates to the Roster view in events
• Add new contacts to Swivel directly from an event page

IMPORTANT: Starting September 1st, 2026, Swivel will require all users to enable 2FA for their Swivel logins. If this is not already configured upon login, please navigate to My Profile to set up your multi-factor authentication.