• This update includes general stability improvements and minor bug fixes.

• Sentinel Notifications are now live! View and take action on Alerts and Tasks from the new notification panel. • A new Related Items tab has been added to the Item Detail view, helping you see connected data more easily. • Minor bug fixes and performance improvements for a smoother experience.

• Bug fixes and performance enhancements: We have addressed various bugs and made overall improvements to enhance the app's stability and user experience.

• Enhanced Performance view now includes options for Previous Month and Previous Quarter.

• The Items menu now includes a "Nearby" map, letting you quickly view nearby Managers, Investments, or Contacts. • Default item views and the custom view can now be toggled to a map view. • Enjoy faster loading times for Portfolio performance data. • Turn Dashboard Portfolio information on or off from the Web App.

• Ability to add new Items directly from the mobile app when creating or editing an event or file. • Dedicated items section now supports a local custom view. • Toggle between different instances without logging out. • Combined Event & Files tab into a single Research tab for Items. • Item details now display embedded maps alongside Addresses.

• New Item Menu: Mobile light item explorer for quick search and selection. View item info, related files, and events in a temporary context. Quick action buttons for calling or emailing. • Redesigned Research Section: Formerly "Search," now has "All," "Events," and "Files" pill icons. Default view is "All" for combined files and events. • Enhanced Dashboard Activity Feed: Now shows Associations, Tags, and Associated Periods. • Updated Item Search: View the last 30 recently searched items for quick selection. • Event Deletion: Delete events directly from the app. Choose to delete or unlink associated files.

We've updated the app to fix bugs and enhance user experience.

We're excited to announce enhancements designed to make your experience more intuitive, insightful and connected! Dashboard Improvements • Added a new "Performance Summary" section. • Users can now select a portfolio and classification system to view performance metrics. • Performance data is available for MTD, QTD, CYTD, and FYTD. • Market value, weight, return, profit and loss, and contribution can be viewed at the Class level. Users can also drill down into a specific class to view these metrics at the investment level. • When examining a specific class, users will see the return data charted for the selected period. • Data can be easily sorted by selecting column headers. File Improvements • We have added the ability to specify specific periods for files. A new control allows users to select Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual periods. Search Improvements • Introduced a new option, "Show Associated Items." When enabled, this toggle automatically includes any items related to the one searched. • The Event and Files tabs now display the total count. Additionally, a description above the grids indicates which filters are active, offering more transparency without the need to open the filter panel.

We're excited to announce the following new features: • Biometric Login: Quickly access the app using Face ID or fingerprint authentication, eliminating the need to log in each time you use the app. • Dashboard: Easily monitor your portfolio's current value and performance metrics (MTD, QTD, YTD, FYTD). • Activity Feed: Our updated dashboard now includes an activity feed, displaying your most recent files and events. Use the 'My Coverage' toggle to focus on the files and events for entities you are tracking. • File Saving: Save one or multiple files directly to Front Office Solutions without having to create an event. Update now for a smoother and more efficient experience!

• Bug fixes and performance enhancements: We have addressed various bugs and made overall improvements to enhance the app's stability and user experience.

• Improved functionality: Notes will now display email content. • Ownership and access control: Notes now include the ability to set Owners and Access Users. • Enhanced file management: We have introduced support to filter files by associated period time frame. • Bug fixes and performance enhancements: We have addressed various bugs and made overall improvements to enhance the app's stability and user experience.