Our development plan for the coming months. We"re committed to continuous improvement and building features that prioritize your data security and privacy.
Implementation of an isolated client space, end-to-end encryption for all user data and communications.
Following zero-trust practices, your communication is private between you and your clients.
Implementation of an isolated client space, end-to-end encryption for all user data and communications.
Following zero-trust practices, your communication is private between you and your clients.
Dedicated self-service interface for clients to upload, review, and manage their documents.
Provide your clients with a streamlined, branded experience where they can securely upload requested documents, track their application status, and communicate with your team.
Adding support for multiple authentication methods including biometrics and hardware keys.
Enhancing account security with additional verification methods beyond passwords.
Request documents securely from your clients.
Send email and phone requests for documents.
Time saving templates for most popular document packages to be requested.
Editable and customizable with requirements rules by group and by period.
New features for better team management and collaboration within the platform.
Share projects, assign tasks, and track progress with your team members seamlessly.
Improved user onboarding experience with interactive tutorials.
Get started faster with guided walkthroughs of key features.
Interactive dashboard with customizable charts and analytics.
Get insights from your data with beautiful, interactive visualizations.
Adding dark mode theme option across all interfaces.
Reduce eye strain and save battery with our new dark mode theme.
Secure bank statement analysis through open banking connections.
Connect your bank accounts securely through open banking protocols to automatically analyze your financial patterns. Gain valuable insights from your transaction history without manual data entry. All connections use industry-standard security protocols to protect your information.
Secure document repository for sensitive financial information and records.
Store and organize your important financial documents in our secure vault with advanced encryption and access controls. Maintain easy access to tax records, contracts, statements, and other vital documents for as long as you need them.
Comprehensive financial assessment tools to determine sustainable spending and borrowing levels.
Our affordability analysis tools help users understand their financial capabilities, providing personalized insights based on income, expenses, and financial goals. Get clear recommendations on what you can reasonably afford while maintaining financial health.
Intelligent email processing and notification system for financial communications.
Our email assistant helps you manage important financial communications, providing timely notifications, organizing financial documents, and extracting key information. Never miss an important payment date or financial opportunity again.
Native mobile applications for iOS and Android platforms.
Access your account securely on the go with our dedicated mobile apps.
We value your input. Let us know what features would make our platform more valuable to you.
Your data security is our top priority. We implement industry-leading security measures.
We build features based on your needs and feedback to deliver the best experience.
We keep you informed about our development progress and upcoming features.