Improved sync functionality.

This is our biggest update yet. Advisor Terminal is now much more than meeting capture. It is where you run the client side of your practice from your phone. Your Workboard See every client task in one place. Set due dates, priorities, and owners, add checklists and comments, and create a task in seconds. Your board syncs with your team in real time and stays available offline, so you can check what is due even with no signal. Smarter Captures Link a meeting to a client so the notes live in the right place. Match each voice to a name for a clean, attributed transcript. Then turn the meeting into a full note with one tap. The Vault, Now On Mobile Reach any client's vault straight from your phone. Scan a statement with the built-in scanner, snap a photo of an ID, or add a file, and it uploads to the right client on the spot, even in the background. Plus faster sync, a new side menu, and a long list of fixes and polish throughout. Thanks for using Advisor Terminal. Keep the feedback coming.

• Import audio from Files or iCloud, or share it straight from apps like Voice Memos. It is transcribed and summarized automatically. • New View button to sort and filter your captures, and Load More for older ones. • Each capture now shows its linked client and whether a note exists. • Rename a capture by tapping its name. • Light mode now follows your phone's setting. • Faster loading and reliability improvements.

This update focuses on reliability and offline clarity: • Recordings resume after you switch apps or take a call. • The app now shows when you are offline. Your captures upload on their own once you reconnect. • Signing out is now instant. • Bug fixes and polish throughout.