• Goal prompts now ask about how many years until planned investment horizon for each goal, improving wording consistency across all five goals.

• Fix security vulnerabilities • Add autofilled logic during account opening process • Fix case sensitive causing login issues

• Fixed the style issue for auto fill text on IOS. • Changed the dollar amount clients see to the full number of net worth vaule in home page. • Optimized the display of insurance step3 page. • Add support for non-Plaid bank accounts for deposits and withdrawals.

• Introduced a dedicated “Add Account Types” page for existing users to manage additional accounts. • Added a new Apex store action for tracking account types to be opened. • Updated transaction status display from “POSTPONED” to “Pending” for clarity. • Fixed a critical security vulnerability • Further decoupled financial planning from account creation, streamlining onboarding.

• Improve financial plan implementation flow fails state which prevents risk score from being saved.

Features: • Add background image support to homepage total section. • Add new password reset flow with terms agreement. Fixes: • Remove total investing display from homepage. • Improve homepage total section layout and spacing. • Enhance authentication error handling and user feedback.

Features: • Add address validation and fields to the Apex personal information form. • Improve Plaid account linking experience. Fixes: • Improve homepage net worth tile UI. • Connection status now reflects based on newly added accounts. • Update wording from "bank account" to "external account".

• Added a “Coming Soon” tag to the Estate Planning feature, clearly indicating that it is not yet available. • Added support for universal links, allowing users to open the app directly from shared links for a smoother, more connected experience.

• KYC and risk assessment steps are now skipped for Tier 1 users to streamline their onboarding. • Taxes are now included in the income & expense projection chart. • High Yield Cash goals now show yield info for better context. • Added pull-to-refresh (RefreshControl) on the external account tab, allowing users to manually sync Plaid data.

• Tiered feature access based on RIA configuration; features are now dynamically enabled or disabled based on the advisor’s feature flag. • The onboarding progress tracker now only displays tasks related to enabled features, keeping the experience clean and focused. • Removed duplicate entries of Terms & Conditions and Privacy Policy from the legal documents page. • Fixed an issue where the insurance form date-selector cannot be update.

• The Shared Documents list now automatically refreshes when a new file share notification is received, keeping users up to date without needing to manually refresh. • RIA-specific agreements (T&C, CRS Form, ADV) are now dynamically loaded based on the advisor’s profile. • Integrated RIA agreement signing directly into the Apex account opening flow, ensuring a smoother onboarding experience.

• Move RIA's and user agreements to account opening stage. • Updated missing list of agreements on initial fetching of RIA profile. • Fix legal documents broken links

• Improve bank relationship status in deposit flow preventing users from selecting unconnected or pending relationships when making a deposit. • Updated the deposit dropdown to only show eligible checking and savings accounts, helping users avoid invalid selections. • Added a 3210 letter notice to improve transparency for applicable apex accounts. • Update account opening footer by removing the word bank because this is misleading from a regulatory perspective

• Add bank account linking button in financial summary page. • Improving the styling and logic for investment pillar intro. • Fix plaid data display cutoff.

• Improving the button layout styling in investment pillar. • Resolved account opening submission form loading forever. • Fix message canceling event being sent abnormally. • Disable SSN prefill for account opening

• Navigating to an invalid URL now redirects users to the home screen instead of a 404 page. • Resolved an issue where the asset class tree in the Apex section couldn’t be scrolled. • Users can now link external accounts via Plaid to view assets, liabilities, and transactions alongside Wavvest accounts—providing a unified financial snapshot.

• Added a shared tab in digital vault, allowing users to view and manage shared documents with their advisors • Redesigned Wavvest X chat experience, added search bars to all chat sections for quicker navigation • Conditional display for Apex accounts • Fixed an issue that prevented the asset class tree in the Apex section from being scrollable • Updated the placeholder text in the email field to a more generic

• High Yield Cash: A new goal type designed for liquid, cash-like accounts, using Short-Term T-Bills by default. Ideal for clients looking for safety and quick access to funds. • Updated Goal Color Schemes: Goal visuals have been refreshed with a new color palette, using OkLCH-based generation to improve clarity and contrast. • Performance Tracker Improvements: Added labels to the pie chart for better readability and changed the default performance tracker range to "ALL" to give users a complete view of account performance over time. • Fix Joint Trust File: Resolved an issue in digital vault with trust URLs not working correctly for joint trust account documents.

• Easier KYC Process – User information is now prefilled during KYC, reducing manual entry and speeding up verification. • Better Form Navigation – Added a return key to all text input fields for smoother data entry. • More Accurate Charts – Fixed asset allocation chart inconsistencies to ensure better readability and reliability. • Improved Financial Planning – Updated goal selection logic and added handling for cases where no financial plan exists. • Onboarding Progress Tracker – A new tracker helps users stay on top of pending tasks, with a visual indicator to show completion progress.

• Holdings Overview – Added a dedicated Holdings page within the Apex pillar to display all assets across accounts in one place. • Updated Performance Graph – Rolled out a new design for the total, delta, and performance graph, improving clarity while managing interface complexity. • Profile – Personal information is now hidden when no Apex account is linked. • File Previewer – Improved URL encoding by switching to a standard library encoder for better compatibility. • Performance Graphs – Fixed timezone-related issues affecting date labels. • Layout – Adjusted bottom padding in the Apex index to respect safe areas. • Typography – Unified font files to support multiple font weights, ensuring design consistency.

• Added tax file download link in digital vault. • Introduced performance tracker to Apex accounts with a line chart for total equity tracking. • Implemented financial planning pillar redesigned pages.

• Corrected the company name on the welcome screen and fixed text cutoff issues on the sign-up page. • Updated the pillar intro page to align with design specifications. • Introduced new investment and financial planning introductory pillar pages to improve onboarding. • Standardized time picker to UTC in joint-trust settings for consistency. • Corrected birthdate formatting in April API enhancements.

• Added a terms and conditions checkbox to the sign-up process to ensure legal agreements are acknowledged. • Introduced an agreement page for Apex account setup, displaying a configurable list of agreements and forms users must review and sign. • Enhanced pressable button functionality by improving debounce logic and ensuring uniqueness to avoid double presses. • Adjusted auto-scroll logic in chat for increased stability, including preventing flashing of the scroll button and ensuring long messages scroll correctly. • Corrected Tax & Service link for accuracy. • Explicitly hid unnecessary header elements to improve visual clarity. • Enabled selection of all states for beneficiaries in joint trust setups. • Adjusted initial loading for April signup checks to improve efficiency.

• Co-branding Enhancements: - Updated co-branding logic to dynamically adjust the display based on the ria branding field, enhancing loading pages in root and lock components. - Implemented logic for controlling the color of the RIA name based on the color field in profile data. • User Experience Improvements: - Updated home route redirect in the financial plan page for better navigation. - Replaced the time horizon with goal selection during the creation of new plans. • API Enhancements: - Added pre-fill user data API to streamline user experience during onboarding. • Fixes: - Resolved duplicate API calls and adjusted the create new plan flow for the goals selection page. - Addressed various bugs for April's enhancements, including adding a background image and font styles. - Introduced a feature to handle client profiles with Wavvest Apex ID appropriately, displaying originally styled pages.

• Co-branding Enhancements: - Adjusted co-branding aspects to display relevant content (logo, video, company name, etc.) across the sign-up, onboarding, loading animation, welcome, and main pages. • User Experience Improvements: - Added a button for cancelling new bank connections. - Implemented a "go back" button to assist users who open invalid sign-up links. - Addressed styling issues including co-branding icon positioning, alignment on the home page, and background image opacity settings. • Fixes: - Enabled users to edit previous steps in the Joint Trust process. - Resolved blank space visibility during the welcoming phase. - Removed redirection to connect bank accounts after financial planning to enhance intuitiveness. - Fixed missing fields in the financial plan for the gliding framework on major purchases with a time horizon of 2 or less. - Corrected router redirect behavior and cleared router history upon module completion. - Resolved issues related to existing users not seeing previous trusts in the digital vault. - Managed deep linking into auth sub-paths for logged-in users, providing explanations and navigation options. - Fixed push/redirection issues to avoid additional stack errors. - Corrected signing out notification permissions.