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v2.5.3 25-7-2026

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This release introduces more flexible suitability assessments, a smoother Qualified Investor journey, and a range of usability and integration improvements. Here's what's new.

📊 Suitability & Risk Assessment

  • More flexible suitability questions — You can now build suitability questions that accept different answer formats, including whole numbers, free text, and percentages. When a question uses percentages, you can require respondents to specify additional detail across multiple options, giving you more precise risk profiling.

  • As part of this release, suitability scoring and reporting have been made more accurate and consistent across assessments.

🎯 Investor Classification & KYC

  • Smarter handling of rejected Qualified Investor applications — When a Qualified Investor form is rejected, the client's KYC is now automatically marked as complete and their classification set to Retail. Clients can also reapply for Qualified Investor status as many times as needed, so a single rejection is never the end of the road.

📋 Onboarding Flows

  • Clearer, more consistent naming — The "Onboarding" menu is now labeled "Onboarding Flows," the flow creation window has an updated title, and the editing option is now labeled "Rename Flow" — all for a more intuitive, consistent experience.

🔍 Screening & Due Diligence

  • Clearer screening action — The button to run a single screening is now labeled "Run One-Time Screening" so its purpose is immediately obvious.

  • Enhanced Due Diligence on the Client Portal — EDD is now available on the Client Portal for

🏢 Business Onboarding (KYB)

  • More relevant table columns — Tables and sub-tables now display the most useful columns, making business information easier to review at a glance.

  • Easier entity editing — You can now click anywhere on an entity card to edit its details, rather than only the small icon.

  • Company structure at a glance — Company structure now displays the associated form name alongside business activities.

🖥️ Client Portal

  • Improved layout — The Profile Questionnaire now appears on the left of the Client Portal for a more natural flow.

  • Cleaner client profiles — Resolved an issue where a client's name could appear twice on their profile.

🔗 Integrations & API

  • Qualified Investor form via CRM API — The Qualified Investor form is now accessible through our CRM APIs, making it easier to integrate with your existing systems.

🎨 Usability & Localization

  • Selections retained while adding prospects — Your investor classification choice is now preserved as you navigate between tabs.

  • Better field alignment — Improved input field alignment when adding platform users.

  • Arabic OTP entry — One-time passcode fields now display left-to-right in Arabic for correct entry.

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