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3.6 Release notes

Last updated 29 April 2026

Money Alive Office 3.6 introduces at-retirement journeys and a set of changes that make it easier to invite clients straight from the platform.

What's new

Feature What it does Link
Send invites from Money Alive Office Email a journey invite directly from the platform instead of copying a link into your own email client. Send a journey invite
Editable invite templates Change the wording, sender details and links in the default journey invite emails. Changing the default client journey email template
Invite history on journey reports Emails sent through Money Alive Office are now logged on the client's journey report.
My Account page for clients Clients can update their own contact details and preferences while inside their journey.

Improvements

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