Changelog
Product updates
Stay up to date with the latest product improvements, new features, and bug fixes.
Infrastructure
Security & Compliance
Improvements
This release was mostly invisible work. We rebuilt the layer that connects DNA's interface to its database. It handles every save, every load, every update. Most of what changed sits below the surface.
Improvements
Faster pages. The new foundation responds quicker on the actions you do most: saving a client, loading financials, opening a needs analysis.
Fewer bugs in production. We added stricter rules about how data moves through the app. The kinds of issues that used to slip past testing now stop at build time.
Smoother deployments. We hardened how database changes ship to production. Future updates land cleanly.
Why we did this
DNA holds sensitive client information. The faster we can ship features, the more we can do for advisors. That only works on a foundation that can carry the weight. We spent this release reinforcing it.
This release was mostly invisible work. We rebuilt the layer that connects DNA's interface to its database. It handles every save, every load, every update. Most of what changed sits below the surface.
Improvements
Faster pages. The new foundation responds quicker on the actions you do most: saving a client, loading financials, opening a needs analysis.
Fewer bugs in production. We added stricter rules about how data moves through the app. The kinds of issues that used to slip past testing now stop at build time.
Smoother deployments. We hardened how database changes ship to production. Future updates land cleanly.
Why we did this
DNA holds sensitive client information. The faster we can ship features, the more we can do for advisors. That only works on a foundation that can carry the weight. We spent this release reinforcing it.
This release was mostly invisible work. We rebuilt the layer that connects DNA's interface to its database. It handles every save, every load, every update. Most of what changed sits below the surface.
Improvements
Faster pages. The new foundation responds quicker on the actions you do most: saving a client, loading financials, opening a needs analysis.
Fewer bugs in production. We added stricter rules about how data moves through the app. The kinds of issues that used to slip past testing now stop at build time.
Smoother deployments. We hardened how database changes ship to production. Future updates land cleanly.
Why we did this
DNA holds sensitive client information. The faster we can ship features, the more we can do for advisors. That only works on a foundation that can carry the weight. We spent this release reinforcing it.
New Features
Improvements
Fixes
Infrastructure
Security & Compliance
Analytics & Reporting
AI / Helix
Billing & Plans
We spent this release simplifying. Instead of spreading effort across many pages that kind of worked, we cut the app down to fewer pages and made them great. Fewer places to click. More polish where it counts.
New Features
Starter Plan
Advisors can now use DNA without a paid plan. We show limits up front and warn you as you approach them.
Sample Clients
Every new account starts with read-only example clients. Walk the full workflow before entering any of your own data.
Admin Dashboard
Billing, team activity, and member management in one view for organization owners.
Improvements
Assets and Debts are now one Financials page. One place to see everything that affects net worth.
The needs analysis flow runs faster and captures more useful detail: employment type, pension, group type, brand colors and logo, income values, nicotine and tobacco use. It now keeps a list of every analysis you've run per client.
Helix now draws on foundational financial planning textbooks. Its answers carry real weight.
Helix usage limits are visible up front, with a countdown to your next reset.
We rebuilt the Settings modal. Clearer sections, simpler navigation, less clutter.
We reworked Team and Enterprise billing. Clearer pricing, simpler seat changes, billing that matches the rest of the product.
Faster, more cost-efficient infrastructure means snappier page loads across the app.
Fixes
Fixed routing issues when navigating between asset and debt details.
Tightened data handling across the client area to remove edge-case errors.
Improved deployment reliability so updates ship more smoothly.
We spent this release simplifying. Instead of spreading effort across many pages that kind of worked, we cut the app down to fewer pages and made them great. Fewer places to click. More polish where it counts.
New Features
Starter Plan
Advisors can now use DNA without a paid plan. We show limits up front and warn you as you approach them.
Sample Clients
Every new account starts with read-only example clients. Walk the full workflow before entering any of your own data.
Admin Dashboard
Billing, team activity, and member management in one view for organization owners.
Improvements
Assets and Debts are now one Financials page. One place to see everything that affects net worth.
The needs analysis flow runs faster and captures more useful detail: employment type, pension, group type, brand colors and logo, income values, nicotine and tobacco use. It now keeps a list of every analysis you've run per client.
Helix now draws on foundational financial planning textbooks. Its answers carry real weight.
Helix usage limits are visible up front, with a countdown to your next reset.
We rebuilt the Settings modal. Clearer sections, simpler navigation, less clutter.
We reworked Team and Enterprise billing. Clearer pricing, simpler seat changes, billing that matches the rest of the product.
Faster, more cost-efficient infrastructure means snappier page loads across the app.
Fixes
Fixed routing issues when navigating between asset and debt details.
Tightened data handling across the client area to remove edge-case errors.
Improved deployment reliability so updates ship more smoothly.
We spent this release simplifying. Instead of spreading effort across many pages that kind of worked, we cut the app down to fewer pages and made them great. Fewer places to click. More polish where it counts.
New Features
Starter Plan
Advisors can now use DNA without a paid plan. We show limits up front and warn you as you approach them.
Sample Clients
Every new account starts with read-only example clients. Walk the full workflow before entering any of your own data.
Admin Dashboard
Billing, team activity, and member management in one view for organization owners.
Improvements
Assets and Debts are now one Financials page. One place to see everything that affects net worth.
The needs analysis flow runs faster and captures more useful detail: employment type, pension, group type, brand colors and logo, income values, nicotine and tobacco use. It now keeps a list of every analysis you've run per client.
Helix now draws on foundational financial planning textbooks. Its answers carry real weight.
Helix usage limits are visible up front, with a countdown to your next reset.
We rebuilt the Settings modal. Clearer sections, simpler navigation, less clutter.
We reworked Team and Enterprise billing. Clearer pricing, simpler seat changes, billing that matches the rest of the product.
Faster, more cost-efficient infrastructure means snappier page loads across the app.
Fixes
Fixed routing issues when navigating between asset and debt details.
Tightened data handling across the client area to remove edge-case errors.
Improved deployment reliability so updates ship more smoothly.