Our most significant update to the Money Alive so far includes our new 'at retirement' journeys and a collection of new features designed to make it easier for system users to invite their clients via the platform:
Ability to send email directly from Money Alive.
Ability to change the default journey invite email templates.
Emails sent via Money Alive are now added to the client's journey report.
Clients can change their details and preferences via the My Account page in their Money Alive journey.
The 'New journey' button is now available all the time in the navigation bar
Several bug fixes and UI tweaks.
The settings page has updated UI improvements.