- Emails generated by the app have been upgraded to match the website styles - Advisor access request workflow has been automated - Created an invite from Founder email for admins - Admin is notified by Notification and Email when a new user account is created - Advisors are now auto emailed and notified when a client updates their Financial Goals list

- Cashflow Calendar is now correctly calculating todays starting bank account balance even if the day before has one time transactions

Updated Budget Module - Payday Planner added - Cashflow Calendar added Advisors can allow all users or only allow specific clients to create a budget

Advisors can sync emails they’ve sent or received from clients Scrollable lists are now longer for easier scrolling and interaction

- The Client card contains more information for the Advisor at a glance - Added Notifications when the user completes an important action - Improved the UI when scrolling - Bug Fixes

- Savings and investment accounts added to the budget - budget is complete - Advisors and clients can now add, update and remove all budget items from the budget screen - The continue buttons are always viewable, even when the content is larger than the screen - Advisors can email, call and text their clients from the client profile screen - Advisors can add, update and remove all client information and data for their clients - Performance and styling increased

Budget UI and UX updated to allow for better user flow - big improvements here Only Earned Income is used in the life insurance calculations by default Listed Incomes are grouped by Earned and Other Income to increase readability

Rent is now included in the Budget Summary and Calculations Added Category and Subcategory to the Budget Summary screen Adding a Budget Item will now navigate directly to the Income, Debt or Rent screens

Clients can add Household, Insurance, Transportation and more expenses to their budget Advisors can view their clients' budget

Updated for iOS 26 - Added a budgeting screen - Updated the navigation and layout of the Things to Do and Financial Tasks client screens

Updated the onboarding process so that it's much simpler and easier for the client to know what they should do next Improved the UI to be simpler and more intuitive Fixed a few minor bugs which sometimes stopped the user from being able to complete tasks without restarting

App branding has changed to PlanTogether Clients can now set their Financial Goals Advisors can view their clients' Financial Goals

Life insurance analysis values are only shown to clients after advisor approval

- Clients can add their contact information to their profile - mailing address and phone number. - Advisors can view their client's contact information in their client's profile.

- Advisors can easily create a Reason Why Letter for their clients - Advisors can edit all information in their client's LifeInsureMe plan

- Advisors can view their client's profile - Advisors can update some of their client information from the Coverage Summary screen - Advisors are emailed when one of their clients completes the onboarding process - Clients can indicate their smoking status in their profile

- Removed the requirements to verify email, removing friction for new users

- Fixed a Bug: Advisor view was incorrectly showing the debt to be paid off for the spouse's plan - Some text inputs can accept an apostrophe - Back navigation added to first screen after user clicks on Update My LifeInsureMe Plan

Made it easier for clients to connect with their advisor.

App runs faster and more efficient

Coverage Summary Screen title and subtitle animate smoothly Updated Privacy Manifest requirements app-wide

Added an Update App button on the Update Required screen Added Delete Account to the Side Menu during Onboarding

Changed Firebase Cloud Messages to use a Firebase Cloud Function for creation and sending

Added a 'Set Financial Adjustment Period' screen Removed WatchVideo buttons app-wide - reducing app size considerably

Updated Copy in Onboarding and WatchVideo buttons