New Interface

We rebuilt Fact Finding from the ground up. Capturing what you know about a client's business is now faster, clearer, and easier to pick back up between conversations.

A workspace built for momentum. The redesigned interface keeps your questions, answers, and progress in one focused view, so you always know where you are and what's left.

Organized around the business. Fact finding is grouped by the factors that matter to an engagement, with clear progress as you fill each one in.

Answers that stick. Your responses save automatically as you work — no manual saving, nothing lost.

Template Updates

We've also completely overhauled our fact-finding template system to make creating, customizing, and using templates dramatically more efficient and malleable.

• Templates now load faster and provide consistent preview experiences when switching between options.

• Our three default templates have been updated and customized to provide you with a better default experience without needing to customize them.

• After selecting a template, you are now able to load the business factors to your account significantly quicker. We've seen speed increases of over 10x for large fact finding templates in testing.

This sets the foundation for allowing advisors to create and customize their own reusable templates beyond the three that we provide. In the meantime, reach out directly if you would like us to create a customized template for you and load it on your account.

Sensemaking Updates

We’ve also been at work behind the scenes to improve Sensemaking (our AI chat functionality). Here’s what you can expect.

Faster Business Intelligence

We've improved both the speed and the inference capabilities of our document processing pipeline, making sensemaking more responsive and relevant.

More Natural AI Responses

We’re continually honing our AI responses, so now responses should feel more professional and direct. Sensemaking feels a little less sentient now that it’s not pretending to be a human (we’ll leave that to you—the advisor).

Additional Updates

• We let some pre-release functionality slip into the last deployment. You'll now see that tools such as effort vs. impact on business factors have been hidden while we work on getting those ready for production. Hopefully it was an exciting glimpse of future functionality

• We’ve continued improving security through the AI pipeline. Staying ahead of the bad guys and making sure your data is as safe as it possibly can be.

• Enhanced reliability across the database and API. You should see fewer errors and improved performance.

• Our waitlist signup form is now integrated into our branded signup flow.