Product updates
Product changes, enhancements, and fixes across WealthStream.
UI improvements and bug fixes across the advisor web app.
Improvements and bug fixes for a smoother experience viewing and editing reports.
Save planning assumptions for your firm and follow document updates more easily, with improvements and bug fixes to document processing.
View WealthStream defaults and create custom assumption sets for your firm. Sets are currently for reference and are not yet applied to household calculations.
Improvements and bug fixes for more reliable document processing.
Keep working while documents are processed, with progress available to check at any time.
Pages continue to scroll vertically when the pointer is over a horizontally scrolling table.
WealthStream adds a dedicated household contact roster, clearer recommendation and deliverable progress, and firm-specific appearance choices.
A dedicated Contacts tab brings together household members, relationships, birthdays, dependents, and email addresses. Advisors with editing access can refresh contacts from the household profile and edit or clear email addresses; their email changes are preserved during later contact refreshes.
The household Overview shows the latest successful recommendation run and provides a Run Recommendations control. Running indicators appear as soon as a run starts, helping advisors avoid starting the same work again.
Recommendation generation now considers recommendation history across planning areas and existing Tasks, giving advisors guidance informed by prior decisions and work already underway.
Starting, refreshing, or retrying a deliverable opens its progress in the Deliverables tab. A composing view leads into the finished document, with clearer version status and easier browsing of downloadable files.
Advisors can generate an Action Plan Ledger that brings together planning decisions, Task progress, dates, notes, and reasons. Regenerating the ledger uses the latest household context.
Eligible firms can choose from the appearance options available to their workspace.
Improved handling of occasional sign-in interruptions.
WealthStream gives each advisor deliverable its own professional Word and PDF layout, adds Shortlist Summary downloads and planning guidance for childfree households, and makes signing out and reviewing recommendations smoother.
Word and PDF downloads now use a layout designed for each deliverable type, such as quick-reference tables in Meeting Prep Packs and decision-record panels in Decision Documentation Memos. Platform administrators can choose which download formats each deliverable offers and apply firm branding to individual deliverable types, and each deliverable version keeps the formats and styling it was first created with.
Shortlist Summaries can now be downloaded as Word and PDF files, like other advisor deliverables.
Recommendations now include guidance tailored to households where every advised adult has confirmed they have no children and do not plan to have any, across eleven planning areas.
Recommendations draw on refreshed federal and state planning rules and limits.
A Log out option now appears at the bottom of the navigation menu, so users can end their session from anywhere in the app.
Domain trade-offs now show whether each impact is positive, negative, or neutral, making it easier to see how a recommendation affects each planning area.
When a household has no shortlisted or in-plan recommendations, the Advanced Planning Summary now completes and shows "Nothing to generate" instead of stopping with an error or opening an empty editor.
If a newer recommendations run replaces the list you are viewing, shortlisting, declining, deferring, or adding a recommendation to the plan refreshes the list and explains what changed, instead of showing an error.
This release includes general bug fixes and reliability improvements across the WealthStream experience.
Improved the consistency of household briefings, recommendation workflows, user profile information, and access administration.
WealthStream brings priority insights into a redesigned household workspace, adds visual Decision briefs and firm-branded Word and PDF downloads, and improves account and session recovery.
A redesigned Overview brings household highlights, priority recommendations, and top clarifying questions together, while refreshed Recommendations, Actions, and Deliverables views make ongoing work easier to review.
Advisor deliverables can be downloaded as version-specific Word and PDF files using the firm's approved branding, with a clean professional format when no custom branding is configured. Platform administrators can upload, validate, version, and preview branding packages, and source documents retain their original filenames when downloaded.
Advisors can capture a decision, priorities, and context, compare three possible paths with their benefits and tradeoffs, and prepare a provisional direction, conversation questions, and concrete next steps.
Users whose initial temporary password has expired can use Forgot password to receive fresh sign-in instructions, while established users continue through the normal password-reset flow.
When a session expires, WealthStream coordinates sign-in recovery across browser requests and tabs, pauses protected work during recovery, and offers a clear retry path if recovery cannot complete.
Longer, more detailed deliverables can continue rendering through large working contexts, reducing failures late in the document-export process.
WealthStream adds task-centered Action Plans and task-aware deliverables, lets advisors schedule recommendations for later, and expands specialized planning coverage.
Advisors can create, assign, prioritize, filter, and update household tasks directly in the Action Plan, including due dates, notes, overdue work, and tasks that are not linked to a recommendation. Turning a recommendation into tracked work avoids duplicate tasks.
Eleven advisor deliverables, including Client Briefing, can incorporate current household tasks with their status, priority, due dates, and notes, helping planning communications reflect work already underway.
Advisors can defer a recommendation until next month, next quarter, next year, or a specific date. Deferred recommendations leave the current review queue and return when they are due.
Recommendation guidance and clarifying questions now cover 19 additional household situations, including business succession, 1031 exchanges, early-retirement transitions, interstate moves, professional transitions, disaster recovery, and terminal illness.
WealthStream keeps recommendations aligned with current client profiles, improves member administration and account recovery, preserves safe administrator access while profile records synchronize, and strengthens client-information masking in troubleshooting replays.
Recommendation runs now wait for in-progress profile updates and use the profile version available when the run begins, helping advisors receive guidance based on a consistent household record.
Tenant administrators can remove members more reliably, including directory-managed accounts. Newly invited native accounts receive verified recovery-email status so eligible users can use self-service password recovery.
Members remain visible and openable in access administration while their client-profile records synchronize. Administrators see a clear pending state and retain appropriate suspend or remove controls without exposing profile-dependent actions too early.
The recommendation rule-evaluation engine now incorporates recently published security fixes for its expression-processing safeguards.
Troubleshooting session replays now mask household names, balances, advisor notes, typed content, and client-derived labels while retaining fixed interface text needed to diagnose product issues.
Recommendation runs handle edge cases more gracefully, so advisors reliably get complete guidance.
Recommendation runs now handle edge cases more gracefully. Runs finish for households with extensive detail, guidance that lands slightly past internal targets is kept rather than discarded, and a single incomplete or inconsistent item caught by compliance is retried on its own instead of ending the whole run.
WealthStream adds categorized household actions and versioned deliverables, surfaces profile gaps, expands employer-specific planning guidance, broadens document support, and improves workflow reliability.
Advisors can choose Content Studio actions from clear categories within a household and launch the right workflow without leaving the household workspace.
A dedicated Deliverables shelf brings generated work together. Advisors can read, edit, refresh, approve, or reject results; refreshing preserves prior versions, and authorized users can remove a version with an audit reason.
The new Gap Questions deliverable reviews the client profile and highlights important unanswered or partially answered questions, helping advisors prepare focused follow-up.
Planning recommendations now include dedicated guidance for households navigating ExxonMobil or Avion benefits and planning considerations.
Advisors can upload legacy Word and Rich Text documents for analysis, with clearer per-file processing status while conversions complete.
Action controls now avoid duplicate launches, wait for the new run to appear, and reflect view-only permissions more consistently, while the Deliverables page scrolls as one continuous view.
WealthStream expands household access administration, advisor briefings and planning coverage, AI-assisted household work, larger-document support, and live workflow reliability.
Tenant administrators can invite members, manage locally controlled access, configure practice roles and household teams, identify unmanaged households, and review identity and access activity in a filterable audit history.
Advisors can generate a scannable household briefing that brings together the central planning story, highest-impact opportunities and exposures, focused client questions, and meeting preparation.
Recommendations now provide dedicated guidance for eight additional situations, including caregiver re-entry, family-building decisions, gray divorce, professional athletes, railroad retirement, solo aging, survivor planning, and University of California benefits.
Advisors can use WealthStream AI to review household access and team details, answer clarifying questions, manage recommendation action plans, follow work in progress, review deliverables, and restore earlier profile versions when permitted.
Supported non-spreadsheet documents can be uploaded up to 40 MB, larger PDF and Word files can be analyzed in manageable sections, and source folders show when their contents were most recently updated.
Live action progress remains accurate through refreshes, reconnects, repeated events, retries, and concurrent updates, while detailed processing activity and input requests remain visible.
Newly invited members appear promptly, can complete temporary-password sign-in more reliably, receive clearer guidance while account setup finishes, and can sign out without an unexpected error.
WealthStream adds durable action-plan tracking, guided clarifying questions, clearer recommendation context, expanded planning guidance, safer workspace cleanup, and more reliable connected-assistant authorization.
Advisors can track recommendation progress, task priority, due dates, and notes. Updates persist across refreshes and sessions and remain available when recommendations are regenerated.
The household workspace organizes unanswered questions by planning area, shows the remaining count, and supports answering one area or working through all questions in a guided flow. Advisors can also add notes or documents while reviewing recommendations.
Advisors can receive plan-specific guidance for households connected to the Teacher Retirement System of Texas, including retirement elections, healthcare, Social Security coordination, return-to-work decisions, beneficiaries, taxes, investments, and other household considerations.
Recommendations provide more specific action titles, plain-language strategy overviews, household-specific rationale, organized rules, trade-offs, alternatives, and client conversation prompts, while clearly identifying facts that still need confirmation.
Authorized advisors can remove households and generated results from active views with confirmation, while records remain available for audit and history.
Answers submitted across several planning areas are applied together, preventing one response from overwriting another and reducing duplicate activity.
Rejected or duplicate authorization requests no longer interrupt a valid connection attempt, and permission details reflect the selected assistant connection.
WealthStream expands advisor deliverables, household context and document intake, recommendation review, connected assistant access, and live workflow reliability.
Advisors can turn client profiles and recommendations into meeting preparation packs, planning roadmaps, follow-up emails, progress reports, client explainers, decision records, priority briefings, and professional coordination briefs.
Advisors can attach multiple documents, including CSV and Excel files, and add notes directly from a household. Uploads show per-file progress and continue across navigation or recover after a refresh.
Recommendations can move between Review, Shortlist, Action Plan, and Declined, with undo support and a prompt to rerun recommendations when profile context changes.
Users can link configured messaging assistants to WealthStream with explicit confirmation and organization-aware access to households, actions, and workflow updates.
WealthStream classifies uploaded planning documents and organizes supported facts into consistent client profiles for advisor review.
Clarifying-question workflows return focused questions more reliably, manually rerun questions are saved correctly, and empty profiles wait for context before generating questions.
Workflow progress remains stable through connection interruptions, completed or failed work displays accurately, and larger client activity histories load with action names and statuses.
WealthStream strengthened infrastructure controls for encrypted data transport and timely processing of document-upload messages.
S3 bucket policies explicitly deny requests made without secure transport, supporting encryption of data in transit.
CloudWatch alarms monitor the age of the oldest message in document-upload queues and their dead-letter queues, with a default alert threshold of five minutes.
Queue age alarms publish alert and recovery notifications through a dedicated SNS topic for operational follow-up.
WealthStream is available with advisor workspaces, client profiles, document uploads, guided onboarding and planning workflows, secure access controls, and dated product updates.
Provides an advisor experience for navigating households, reviewing client profile sources, tracking workflow progress, and retrying actions when follow-up is needed.
Supports private document upload, browsing, and document-backed profile workflows for client workspaces.
Includes clarifying questions, profile summaries, talking points, action inputs, and recommendation regeneration support.
Includes secure access controls and private handling of advisor workflow data.
Provides dated product updates so customers can review current and past release notes.
Includes production monitoring and backup storage for the WealthStream platform.