Recent articles

• Enhanced Email Templates Across the Platform

  This update includes a broad refresh of email templates across the FutureVau...

• Platform Improvements, Accessibility Updates & Bug Fixes

  This update includes a broad set of platform improvements and fixes designed...

• New Financial Snapshot Dashboard Experience for Vaults

  Organizations can now display household Financial Snapshot information direc...

• Expanded Workflow Permissions for Representatives

  Organizations can now give selected Representatives access to manage vault c...

• How to Manage Notifications (Bell and Email)

  Roles: Vault Owner, Co-owner, Collaborator | Portal Type: All Portals You c...

• Stability Improvements Across Contacts, Share Links, and Audit Logs

  Small fixes, big impact. Enhanced reliability and usability across contacts,...