4.3 Release notes
Last updated 29 April 2026
Money Alive Office 4.3 adds the recording features needed to evidence transparent advice processes and outcomes, helping firms meet PFS gold standard principle 8 alongside the triage support already in place for principle 1.
What's new
| Feature | What it does | Link |
|---|---|---|
| Journey outcomes | Pick one of three outcomes when archiving a journey: Did not proceed to advice, Recommended to stay or Recommended to transfer. The choice is saved on the client record and included in downloadable reports. | Client journey outcomes |
| Journey notes | Save a free-text note against a journey report; recommended when you set the outcome so both end up in the downloadable report. | Client journey notes |
| CSV report on every plan | The journey progress CSV now includes the journey outcome and is no longer limited to Business subscriptions. | Downloading journey report |
All three features are available now at no extra charge, and the resulting record is intended to support PII negotiations as well as compliance evidence.