Our most significant update to the Adviser Portal 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:

  1. Ability to send email directly from the Adviser Portal.
  2. Ability to change the default journey invite email templates.
  3. Emails sent via the Adviser Portal are now added to the client's journey report.
  4. Clients can change their details and preferences via the My Account page in their Money Alive journey.

Other updates:

  1. The 'New journey' button is now available all the time in the navigation bar
  2. Several bug fixes and UI tweaks.
  3. The settings page has updated UI improvements.
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