Changelog

What we shipped, when.

A running record of features, fixes, and improvements. Every change is dated, described, and traceable.

30-day guided trial · 50 clients · 1 seat · full Growth-equivalent features

2026-06-01v2026-05-v1

Catalog v2 — new pricing tiers & 30-day trial

  • Extended guided trial from 14 → 30 days with 50 client slots and Growth-equivalent features.
  • Introduced Solo tier (₹999/mo) for single-advisor practices with up to 50 clients.
  • Raised Starter cap to 100 clients, Growth to 250, Pro to 500.
  • Annual billing now saves two months (16.7% off) across all paid tiers.
2026-05-15v1.8

RTA export improvements

  • Added MFU export format alongside existing BSE Star MF and NSE NMF II shapes.
  • Export files now include ISIN and folio number columns for faster reconciliation.
  • Fixed edge case where ELSS redemption orders were incorrectly formatted for BSE Star MF.
2026-05-01v1.7

Compliance rule updates

  • Added rule #17: duplicate SIP detection across client folios.
  • Added rule #18: category drift alert when fund reclassification changes risk band.
  • Improved churning detection sensitivity for debt-to-equity switches.
2026-04-15v1.6

Investwell import & multi-seat improvements

  • One-click portfolio import from Investwell JSON exports.
  • Shared review queues: advisors in multi-seat plans can now assign clients for peer review.
  • Audit ledger now records which seat approved each recommendation.
2026-03-20v1.5

Scoring methodology v2

  • Introduced manager continuity (5% weight) into the composite fund score.
  • Added 14-day score history view alongside the current daily value.
  • Published full methodology documentation at /product/methodology.

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