What's New

Changelog

New updates and improvements to CurrentClient.

July 5, 2024

New features

- Surveys responses now land in Wealthbox as a note

Other updates


- Updated campaign and broadcast layout to be easier to use

- Updated client form templates layout

- Several bug fixes and improvements.

July 4, 2024

🌳 New website

Bringing the things together for a website refresh and launch. More products details and a better onboarding experience. Gotta love it.