Release Notes - Portal Updates - 2026-10

Highlights

• A new look for the portal, with a reorganised client menu and your client list as the home page
• New Personalisation page, replacing Recommendations
• Mapped investments are now built into the platform
• Redesigned Suitable Risk Level, Risk Capacity and Portfolio Risk Calculator pages

Web app changes

• Signing in now opens your client list
• Client menu grouped into Suitable Risk, Personalisation and Portfolio tools
• Refreshed header and account menu: Settings, Users and groups, Help, Privacy and data, Log out
• New notifications bell for activity updates and announcements from Oxford Risk
• Cash Flow and Guaranteed income charts rebuilt — sharper, faster and easier to read on smaller screens
• Accessibility improvements towards WCAG 2.1, plus security and page-speed improvements
• Australian English updated for all new features

Adviser Screen

• Persona and interventions: matches each client to one of ten investor personas, with trait sliders and a suggested cash deployment intervention
• Suitable Risk Level: interactive risk slider, a "How we calculated this" breakdown, and projection and asset allocation charts
• Risk Capacity: a full balance-sheet view, with Table and Compact views
• Share your feedback on the new pages: On the redesigned Suitable Risk Level and Risk Capacity pages, you can now submit feedback directly about the new look and experience. Look for the feedback widget at the top of the pages and let us know what you think.
• Portfolio tools:Dedicated pages for Mapped investments and the Portfolio Risk Calculator. In the calculator, you can now build a proposed portfolio from scratch, copy account details across from the client's current portfolio, add asset allocations or mapped investments to individual accounts, and import account details from another client.
• Comments: new card layout. Advisers can edit comments (marked "edited") and delete them
• Client list: searchable Adviser filter, keyboard navigation, a tidier Actions menu, and the option to send a questionnaire while creating a client
• Approvals: a confirmation step before a response is approved

Admin Screen

• Users and groups now has its own section in the account menu
• New Settings sections: Appearance (logos, colours, default currency) and Security & Privacy (single sign-on setup and client personal data collection)
• Bulk client management: Admin users can now select multiple clients at once to archive clients, restore archived clients, reassign them to a different adviser, or permanently delete them.

Bugs fixed

• "Your clients" filter showed the same results as "Your group". It now shows only clients assigned to you
• Selecting a mapped fund on the risk chart did not always behave as expected
• Generic error shown when a client can't be found or you don't have access. This has now been replaced with a clear explanation