Release Notes
8 articles
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3.5 Release notes
Access-codes replace magic links for client sign-in.
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3.6 Release notes
At-retirement journeys and direct invite emails from Money Alive Office.
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3.7 Release notes
Archive and auto-archive client journeys to keep the dashboard focused.
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3.8 Release notes
Email bounce warnings, two-step sign-in for system users and IP allow-listing.
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4.11 Release notes
Refer a friend invites clients to share their journey with someone they know.
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4.3 Release notes
Journey outcomes, notes and an updated CSV report to support PFS gold standard record-keeping.
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4.5 Release notes
New client registration forms for Guaranteed income, Flexible income and Pension Freedoms, plus a Registrants page.
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Money Alive Office October 2021 update
MA7 v1.7.2: Workflows, scheduled invites, dashboard filters and a refreshed video library.