What's new in Elements
A closer look at the advisor workflows updated in this release.
Spending notes are easier to add in context
You can now add spending notes directly inside the spending form, so it is easier to capture context while you are already updating a household's plan.
Other & Fixes
- Plaid re-auth status is now clearerIf a connected institution needs re-authentication, Items now surface a clearer error state using `ITEM_LOGIN_REQUIRED`.
- Client access recovery works more reliablyRe-invited clients who were previously revoked or archived can regain access more reliably.
- New clients stay visible across lists and dropdownsNewly added clients now show up more reliably in client lists, search, and recipient pickers.
- Archived income sources stay removed more reliablyWe reduced cases where archived income sources could reappear through sync flows.
- Tooltips no longer get stuck open on client detail pagesHover states now clear more reliably across client detail and scorecard tooltips.
- Inline note editing is smootherEditing notes now handles spaces and keyboard input more reliably.
Archive
Past release notes available on the website.
What's new in Elements
Manage routine product emails in Settings while account, security, and billing messages stay on.
What's new in Elements
Connect through MCP, approve read-only access, and ask for current client profiles, Elements scores, and financial snapshots.
What's new in Elements
Firms can choose which Elements should appear across client scorecards, so the experience better matches the planning conversations they actually want to lead.
What's new in Elements
Turn on the Estate Status beta to add a weighted estate-planning checklist to client scorecards, customize firm defaults, and track household-specific Yes/No/N/A progress.
What's new in Elements
Open Edit and View History from the client page to update a saved note or remove one that no longer belongs in the record.