March 2021
Support multiple languages (added Bahasa Indonesia)
Updates to Contacts report in Excel
Report on the list of folders and files in user's vaultbox
February 2021
Updates to Individual Contact report (PDF Export)
Updates to Organisation Contact report (PDF Export)
January 2021
Users able to appoint other Professional deputy using PD referral code
December 2020
As a customer, able to change the number of deputies required to unlock vaultbox.
Export contacts to PDF
vaultbox referral discount increased from US$2 to US$5
Support multiple languages (added Vietnamese)
November 2020
UI optimizations for mobile screen
Professional deputy to delegate access to a normal user account
October 2020
Bulk import of contacts from spreadsheet template
Bulk import contacts from vCard
Net worth currency expressed as a pie chart
Option to include/exclude as asset/liability's value in overall net worth
Gift subscription
March 2021
Support multiple languages (added Bahasa Indonesia)
Updates to Contacts report in Excel
Report on the list of folders and files in user's vaultbox
February 2021
Updates to Individual Contact report (PDF Export)
Updates to Organisation Contact report (PDF Export)
January 2021
Users able to appoint other Professional deputy using PD referral code
December 2020
As a customer, able to change the number of deputies required to unlock vaultbox.
Export contacts to PDF
vaultbox referral discount increased from US$2 to US$5
Support multiple languages (added Vietnamese)
November 2020
UI optimizations for mobile screen
Professional deputy to delegate access to a normal user account
October 2020
Bulk import of contacts from spreadsheet template
Bulk import contacts from vCard
Net worth currency expressed as a pie chart
Option to include/exclude as asset/liability's value in overall net worth
Gift subscription
March 2021
Support multiple languages (added Bahasa Indonesia)
Updates to Contacts report in Excel
Report on the list of folders and files in user's vaultbox
February 2021
Updates to Individual Contact report (PDF Export)
Updates to Organisation Contact report (PDF Export)
January 2021
Users able to appoint other Professional deputy using PD referral code
December 2020
As a customer, able to change the number of deputies required to unlock vaultbox.
Export contacts to PDF
vaultbox referral discount increased from US$2 to US$5
Support multiple languages (added Vietnamese)
November 2020
UI optimizations for mobile screen
Professional deputy to delegate access to a normal user account
October 2020
Bulk import of contacts from spreadsheet template
Bulk import contacts from vCard
Net worth currency expressed as a pie chart
Option to include/exclude as asset/liability's value in overall net worth
Gift subscription
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SINGAPORE - If you are reading this on your mobile phone or tablet, here's a question to test your financial planning: Do other members of your household know your sign-in name and password to this subscription?
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