Changelog
We empower individuals, families, and businesses with tailored financial strategies that grow wealth.
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We empower individuals, families, and businesses with tailored financial strategies that grow wealth.
July 5, 2025
New Dashboard Analytics & Session Stats
Improved appointment booking speed, fixed calendar sync issue, added new mental health resource filters, and updated mobile UI for better accessibility and load times.
March 22, 2025
Mobile App Improvements
Enhanced mobile responsiveness, fixed login timeout issue, and added biometric authentication for secure, faster access on supported devices.
March 5, 2025
Group Session Booking Launched
Clients can now book group counseling sessions directly. Therapists can manage group rosters and communicate with attendees via portal.
February 20, 2025
Calendar Sync Bug Fixes
Fixed syncing issues with Google Calendar and Outlook. Appointments now update instantly with timezone support and better conflict detection.
February 1, 2025
Insurance Verification Module
Added real-time insurance eligibility check for clients. Integrates with most U.S. providers for seamless claims and coverage insights.