What's New?
The latest product updates and historical release notes.
- What's New?
- April 19, 2026 - Release Notes - UI and Report Enhancements
- February 9, 2026 - Release Notes - AI Import Assistant
- January 20, 2026 - Release Notes - Enhanced Tax Transparency
- January 1, 2026 - Release Notes - Financial Data Updates
- August 7, 2025 - Release Notes - Automatic TFSA Top-ups
- July 10, 2025 - Release Notes - Taxable Income Targeting
- May 1, 2025 - Release Notes - New Insurance Needs Analysis Tools and Charts, 2025 Projection Assumption Guidelines
- April 16, 2025 - Release Notes - Life Insurance Needs Analysis Enhancements
- March 24, 2025 - Release Notes - Disability and Critical Illness Insurance
- February 27, 2025 - Release Notes - Taxable Income Details and Calculation Improvements
- February 5, 2025 - Release Notes - Capital Gains Inclusion Rate Changes Deferred
- 2024 and earlier Release Notes