Release Date: December 13, 2025 

Funds

New UI feature that helps users quickly see relationships between expendable and endowed funds, making fund navigation more intuitive.

Import/Export

New option for SFTP imports released and in early adopter testing. More details to come once this becomes available for all customers. 

New interface for tracking and resolving import issues under Import/Export > Issues.

Defects

Fixed data accuracy issues in CSV exports to ensure users get reliable financial data.

Resolved database call inefficiencies to ensure investment pools display reliably for users.

Fixed issue where new users weren't receiving proper information in welcome emails, improving initial user experience.