Changelog

What changed, when.

A running record of product changes. Each entry is dated and written in plain language so evaluators can see the direction of the platform.

2026-06-01v2026-05-v1

Catalog v2: new pricing tiers and 30-day trial

  • Extended guided trial from 14 to 30 days with 50 client slots and Growth-equivalent features.
  • Introduced Solo tier at INR 1,499 per month for single-advisor practices with up to 50 clients.
  • Raised Starter cap to 100 clients, Growth to 250, and Pro to 500.
  • Annual billing now saves two months across all paid tiers.
2026-05-15v1.8

RTA export improvements

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

Compliance rule updates

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

Investwell import and multi-seat improvements

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

Scoring methodology v2

  • Introduced manager continuity at 5% weight in the composite fund score.
  • Added 14-day score history beside the current daily value.
  • Published methodology documentation at /product/methodology.

The product record stays public.

Start the trial and evaluate the current workflow with the change history beside it.