Changelog

Your next move

What’s Next. One page for your whole book: the next move for each client, who you are waiting on, and what is coming up.

A Roadmap for each client. A client’s Next Steps page lists what their stage asks for now and what comes after. When the stage is done, DNA offers to move them on.

Coming up. Birthdays, insurance age changes, policy end dates, and last days to convert sit beside your dated to-dos. Each date opens with a note ready to send the client.

Repeating to-dos. Set a to-do to repeat, from every week to every year. Finish one and the next is already on your list.

News in the bell. The bell shows what happened on a client’s file: a document signed, a file DNA has read. Open one to see that client’s next move.

Adding a client

Talk first, forms last. Add Client starts with what you know: drop in a client’s files, or talk or type. DNA builds the profile and asks only for what it could not find, like a name.

What DNA found, as you go. A checklist beside your notes ticks off who they are, what they earn and spend, what they owe and have saved, their children and their ages.

Straight to what’s next. Once the client is added, DNA shows what it put on their profile and their first next step.

New to DNA

Your first client, in minutes. A new advisor starts by adding one of their own clients, from a few files or a few sentences.

Their first needs analysis, on the spot. DNA builds the profile, runs the needs analysis, and shows the total need it found before the advisor reaches Home.

Helix

The needs analysis, from Helix. Ask Helix to run a client’s needs analysis. It asks for anything missing, then brings up the analysis for you to start.

One page, start to finish

Add what you know, then run. Before an analysis starts, DNA lists the details that would sharpen it, most useful first, and asks whether to include living benefits. Fill in what you have. It runs either way.

The household at a glance. Coverage needed, the most carriers would likely approve, and the coverage already in force sit across the top of the page, above every sized risk.

Always current. When the client’s profile changes, the analysis says so and refreshes on the new figures, keeping your edits and the solutions you built.

Helix’s recommendation

A solution, built for you. Helix turns the sized needs into a solution: the products, the amounts, and who each policy covers. “Why Helix chose it” sits on each policy it picks.

Existing coverage, counted. Helix counts the policies the client already holds toward the needs they fit. For each one, you choose: count it, show it on the report only, or replace it.

Helix reviews your changes. Change the solution and Helix checks it, then proposes the policy that covers anything your change left open.

One more thought. Helix flags what is worth raising with the client, like a group plan that may not follow them to a new job.

Building and pricing

Product first. Add a policy by choosing the product, who it insures and for how long, then the needs it covers. DNA proposes the amount from those needs.

Start from a copy. Copy Helix’s solution, or any other, into a new draft and make it leaner or fuller to show the client beside the original.

Quotes inside the solution. Price a term policy with the carriers you represent and keep the one you choose, without leaving the solution.

The report

What they hold, beside what you recommend. The redesigned report lists the client’s existing policies with each solution, and marks the ones it replaces.

Home and Helix

To-dos by client. Home groups what is waiting on you under each client’s name.

Recent chats. Your latest Helix chats are on Home. Open one to pick it up where you stopped.

Start from a case or a document. Begin a Helix chat with a case or a document, from Home or the Helix page.

Your whole book. Ask Helix where your book stands. It answers by stage, with what is outstanding and overdue in each.

Every change in one list. Helix shows what it read from a file as one list, with what needs your input at the top. Open a row to fix it, fill it in, or leave it out.

Compliance documents

Documents in your language. A document generates in your account’s language (English, French, Spanish, or Chinese), and its toolbar switches a draft to another. The Cover Letter comes in English and French, and Policy Delivery Confirmed in English.

Carriers become policies. Every carrier on a Cover Letter becomes a policy on the Policies page, with its illustration filed in a Policies folder. Move it to Underwriting when the letter is done.

Regenerate shows its progress. The part being rewritten greys out, and a notice tracks it until it is done.

Your team

Search and filter. Find a member by name, and filter the audit log by action.

Quoting

Carrier quotes. Price a policy for a client and compare the monthly and annual premium from each carrier you represent.

An amount for each product. Quote several products in one run, each for its own coverage amount, chosen from the amounts carriers price.

A report for the client. Open any saved quote as a report with your logo on it, and download it as a PDF.

Helix

Helix makes the change. Ask it to add a client, move one to another stage, or fix how two household members are related. You approve each change before it saves.

One Helix for every client. Ask about any client from any page, Home included, and it reads any file you send it.

A card to the right page. When Helix answers about a needs analysis, a compliance document, or a quote, a card under the answer opens it.

The household

The client profile is the Household. Open a client and the page leads with their household chart, with everyone on the file listed under it.

A page for each person and company. Open anyone from the chart on a page of their own, and edit their details there.

Underwriting and illustrated policies. A policy or rider can be in underwriting or only illustrated. Coverage totals count in-force policies only.

Documents

The Cover Letter, rebuilt. A new layout, with its paragraphs written from your notes on the client.

Your choice of needs analysis. Prepare a Cover Letter before the needs analysis is done, and choose which analysis it draws from.

Paragraphs that keep up. When newer notes move past a paragraph, DNA marks it and rewrites it in place.

Carrier search. Find a carrier by name in Settings, and add one DNA doesn’t list from the same search.

Brand colors from your logo. Upload your logo and DNA suggests the colors in it. One click sets your primary and accent colors to match.

Languages

Four languages, throughout. DNA runs in English, French, Spanish, and Chinese, with amounts and dates written the way each language writes them. An account set to any other language now uses English.

The stage board

Every client, on a board. My Clients is one column per stage of your process, from New Lead to In-Force & Servicing. Drag a client to the stage they are at.

The documents due at each stage. Each stage carries the compliance documents due by it. Move a client and you can see what to prepare next.

Home, search, and Helix

Home. Sign in and land on what is waiting on you: documents to send, notes to write, uploads to review. Each client’s Overview shows their share of it.

A nudge when a file goes quiet. A client with no note in 30 days shows up on your list. So does a client in Application & Underwriting whose application is not on file yet.

Search everything. Press Cmd+K or Ctrl+K anywhere to find a client, a note, a policy, a Helix conversation, or a compliance document.

Helix, full screen. Open Helix on its own page. It shows which client it is working on and what it is thinking while it answers.

Compliance

Advisor Disclosure and Privacy Consent, signed once. Send the two as one document and the client signs one time. Separate documents are still there if you need them.

Confirmation of Replacement Decision. For a client who replaced coverage: they confirm whether the old policy was kept or cancelled, and sign.

Notes in the compliance package. Every note on the file downloads with the documents, one PDF each, in the folders you keep them in.

Financials and the needs analysis

Every asset and debt has a type. Fifteen asset types and twelve debt types, from a TFSA to a shareholder loan, each asking only for its own details.

Choose how a risk is sized. Critical illness, disability, and key person each offer a sizing method, and the assumptions behind the number are yours to edit.

The Cover Letter

Pick every carrier the case is going to. Choose as many as you need, and answer the letter’s questions once.

A PDF per carrier. Download the letter and you get a separate file for each one, ready to send. Open it on screen and they are all together.

Your team

Invites arrive by email. Add someone to your team and DNA emails them how to get in. Send it again from the team page if they miss it.

The new needs analysis

A risk list, built from the file. DNA reads the client’s profile and your notes, then proposes the risks it found, each with the reason it was flagged. Living benefits sit on the list beside the death-triggered risks.

Every risk, sized. DNA puts a dollar figure on each risk it can and asks you for what it is missing. Open one to read where its number came from, and change anything that should be different.

Carrier ceilings. Each risk shows the most a carrier is estimated to issue for it on its own, and flags a recommendation that runs past that.

Build the policies. A short wizard per policy: the needs it covers, the product, who owns it, and who is insured for how much. Each one carries an estimated monthly premium from Helix, directional only and never a carrier quote.

A client-ready report. Helix drafts the purpose, goals, concerns, and next steps. Edit any of it in place, put your branding on it, and download the PDF.

Compliance

Policy Delivery Confirmed. For recording that the policy reached the client: attach the carrier’s delivery paperwork and confirm it.

The Cover Letter, dictated. Say the client’s occupation and health out loud and Helix writes the letter’s paragraphs from it. The physician’s details stay typed, exactly as a carrier needs them.

Documents

PowerPoint uploads. Drop a deck into a client’s Documents or into a Helix chat, and DNA reads it like any other file.

The household

Build the household on the chart. The chart is where you add and edit everyone now. Click a person to open their details beside it, or add a relative straight from their card.

Companies and trusts. Holding companies, operating companies, and trusts sit on the chart alongside the family, with what each one owns and what it is worth.

Ownership, read from your documents. Upload a shareholder register and DNA turns it into ownership on the corporate chart.

Compliance

Life Insurance Replacement Declaration. For a client replacing an existing policy, in the form their province uses.

Anti-Money Laundering Verification. Records how you verified a client’s identity. The method, never their ID numbers.

Client Decision Documented. What the client chose to proceed with, in your own words, with Helix to clean up the writing.

Your logo on every document. It was on the cover letter. Now it is on the whole set, on screen and in the PDF.

New Features

Folders. Organize Documents and Notes into folders you create.

A guided tour. Walk through the compliance document editor the first time you open it.

Improvements

A new design system. Financials, Add Client, Notes, the sidebar, and filters all share the same look now: lighter, flatter, easier to scan.

Readable, whatever your brand color. Text against your brand color always meets contrast standards, automatically.

A clearer compliance page. The per-document compliance page is easier to follow.

Helix knows the file. Helix can see a client’s compliance file when you ask it a question.

Suggestions that match the page. Helix’s side panel suggestions change based on where you are in the app.

One signing date per client. Each client’s compliance documents carry their own signing date.

Advisors upload documents constantly: medical records, personal financials, illustrations. This release makes every one of them useful the moment it lands, instead of just filed away.

New Features

Document review queue. Upload a document anywhere in a client’s file and DNA pulls out the relevant details, then queues them for you to confirm. Accept a suggestion, edit it, or leave it out, and the profile stays accurate without re-entering anything by hand.

Helix reads your documents. Ask Helix about a document you’ve uploaded and it answers from the file itself, not just the client record.

Upload from the chat. Add a document straight from a conversation with Helix.

Improvements

Documents, at a glance. Every document gets a preview, a type, and tags, with grid and list views to match how you like to scan a file.

Compliance touches every client file, so small friction there adds up fast. This release gives it one clear shape: one dashboard for status, a consistent signing order, and a way back when a request goes stale.

New Features

Compliance Dashboard

One view for document health, audit history, and recent activity on a client’s compliance file. Phases and documents live in their own space, so you always know what’s outstanding.

Evidence of Alternatives

A new compliance document, ready to send alongside the rest of the set.

Signing identity settings

Set how you appear as a signer once, from a dedicated settings page.

Improvements

Send for signature. Reworked from the ground up: fewer steps, clearer status at every stage.

One download. Every completed document in a client’s file downloads from a single menu.

Regenerate with the right signer. Choose exactly who needs to sign when you regenerate a document.

Live advisor details. Your contact information appears directly on the Privacy Consent, Fact Find, and Needs Analysis, always current.

Track what changed. The Fact Find shows which sections have drifted since a client last reviewed it.

Advisors sign first. On the Disclosure, Privacy Consent, Fact Find, and Reasons Why Letter, your signature goes on before it reaches the client.

Recover a signature request. Bring an expired request back to draft instead of starting over.

Improvements

Dictation in Notes. Speak your notes and they capture cleanly, with the placeholder clearing the moment you start.

Fact Find with many beneficiaries. Past four beneficiaries, each gets its own block so the page stays readable.

New Features

Eleven more languages. DNA now works in German, Japanese, Korean, Italian, Mandarin, Portuguese, Polish, Dutch, Vietnamese, Tagalog, and Farsi, including right-to-left layout for Farsi.

Note summaries. Long client notes get a short summary, so you can scan a client’s history faster.

Stop Helix mid-response. Cancel a Helix answer while it’s still writing, with the button or the Esc key.

Improvements

Document workflow. Prepare, sign, and download client documents in fewer steps. Edit signers in place, leave optional documents out of completion, and download a full set as one file.

Advisor disclosure. Includes the advisor’s phone number, so clients have a direct line.

Add Client. Clearer steps with better feedback as you go.

Improvements

Clearer needs analysis. We reworked the third step, the overview, and the final report so the numbers are easier to follow.

Collapsible sidebar. Collapse the navigation to give the workspace more room.

Documents during client setup. Upload supporting files while adding a client, not after.

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, running a needs analysis.

Even more secure. We added stricter rules about how data moves through the app. Upholding even stronger best practices for data management.

Fewer outages. We hardened how we ship features. Less downtime, more confident releases.

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.

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 has an improved knowledgebase, answering questions with more accuracy and confidence.

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.