Access-codes replace magic links for client sign-in.

At-retirement journeys and direct invite emails from Money Alive Office.

Archive and auto-archive client journeys to keep the dashboard focused.

Email bounce warnings, two-step sign-in for system users and IP allow-listing.

Refer a friend invites clients to share their journey with someone they know.

Journey outcomes, notes and an updated CSV report to support PFS gold standard record-keeping.

New client registration forms for Guaranteed income, Flexible income and Pension Freedoms, plus a Registrants page.

Instant form registration, system user archiving, and error message improvements.

MA7 v1.7.2: Workflows, scheduled invites, dashboard filters and a refreshed video library.