Product Release Notes

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AdvisorFinder Development Team
Last Updated: 01/15/2024
7 min read
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Welcome to the AdvisorFinder Product Release Notes page! Here you'll find all the latest updates and improvements to our platform, designed to help financial advisors and their clients connect more easily and effectively. From new features and functionality to bug fixes and performance enhancements, we're committed to providing the best possible experience for our users. Stay up-to-date with all the latest AdvisorFinder updates by checking this page.

1.0.09 - April 3, 2024

  • UX Improvements to the Marketplace: Consumers/Clients can now easily choose to contact an advisor directly from the marketplace via new Call-to-Action (CTA) buttons on the profile preview cards.
  • New CTA on Advisor Profiles: After hearing feedback from users that it sometimes can be too much of a first step to schedule a meeting with a financial advisor, we added a new CTA so Consumers/Clients can now 'Send a Message' via an advisor profile.
  • Various back-end updates to accommodate for the new CTA(s) noted above.
  • Various bug fixes, improvements to error handling, updates to product analytics

1.0.08 - January 15, 2024

  • Enhanced Search Filters on the Marketplace: Consumers/Clients can now easily filter their search based on their specific needs, life stages, industries, and their state - an improved search experience.
  • Additions to the Quick Facts on the Advisor Profile: (1) Total AUM, (2) Average Account Size, (3) Minimum Account Size, (4) Number of Clients. We also made it easy for advisors to add this to their profile.
  • Various bug fixes, improvements to error handling, updates to product analytics
  • Updated the footer text on the bottom of most web pages
  • Fixed an issue on the advisor profile edit view: sortable items
  • Enhancements to the advisor application process

1.0.07 - October 18, 2023

  • Added “Verified Identity” badge to advisor profiles
  • Added links to social media and advisor website on advisor profiles
  • Updated the “Sort by Distance” filter
  • Updated the “Schedule a Call” flow to optimize for conversions
  • Updated the verbiage in the “Schedule a Call” flow for clients
  • Updates to our in-app SEO for improved search discoverability
  • Updated the AdvisorFinder disclosure text
  • Bug fixes and minor improvements
  • Various bug fixes

1.0.06 - August 10, 2023

  • Advisor Profile: updated functionality for advisors hyperlink to SIPC/BrokerCheck in Disclosure section
  • Advisor Profile: more dynamic display of profile elements, depending on advisors' selections
  • Advisor Profile: updated the date capture for educational background
  • Updates to the global app header + side navigation bar
  • Updates to automated email templates
  • Updates to our in-app SEO and sitemap
  • Various bug fixes



1.0.05 - May 19, 2023

  • Advisor Profile: added functionality for advisors to display job history
  • Advisor Profile: dynamic display of profile elements, depending on advisors' selections
  • Advisor Profile: updated the edit view for advisors' educational background
  • Advisor Profile: updated custom advisor disclosures to allow for hyperlinks to FINRA & SIPC
  • Added a header/navbar with links back to our main website and resources for clients
  • Added hyperlink to the top-left logo back to our home page
  • Updates to automated email templates
  • Various bug fixes

0.9.99 - April 21, 2023

  • Various bug fixes

0.9.98 - April 20, 2023

  • Advisor Profile: overhaul of the "Schedule a Call" flow
  • Advisor Dashboard: minor updates to display status and type of meeting request
  • Marketplace: accessibility updates
  • Marketplace: updated ordering of search filters
  • Marketplace: SEO updates
  • Updates to automated email templates
  • Internal analytics updates
  • Various bug fixes

0.9.95 - March 30, 2023

  • Advisor Profile: Completeness Score to display overall progress toward profile completeness
  • Update to set current users Completeness Score 
  • Advisor Profile: rank/sort Credentials when editing advisor profiles, similar to Specialties and Clientele
  • Compliance: updated disclosures on advisor profiles, added RSNIP
  • Marketplace: update display of search filters
  • Marketplace: SEO updates
  • Marketplace: sort Marketplace by completeness score
  • Marketplace: pagination fixes
  • Various bug fixes

0.9.91 - February 15, 2023

  • Advisor Profile: SEO updates
  • Advisor Profile: added secondary "Schedule a Call" button at bottom of profile
  • Marketplace: location-based sort for proximity/distance to advisor
  • Updates to automated email templates
  • Internal analytics updates
  • Various bug fixes

0.9.84 - January 9, 2023

  • Update to the Password Change flow in Settings 
  • Update to "Advice-only" for Pricing Models, added logic based on advisor selection
  • Sign in Modal for when someone tried to schedule call
  • Remove disclosure edit options and move it to advisor confirm info page 
  • Advisor Sign Up: Add "Job Title" input to sign up flow
  • Advisor Sign Up: error handling for when an advisor applies to join twice with same email
  • Advisor Sign Up: error handling for one-time passcode
  • Advisor Sign Up: update wording in sign up flow
  • Internal analytics updates
  • Various bug fixes

AdvisorFinder believes in building in public

At AdvisorFinder, we believe in being transparent with our users about the product development process. We want to ensure that our users understand why we're making certain decisions and how those decisions will impact their experience on our platform. Your enthusiastic feedback continuously fuels our team's progress on product initiatives. We're always excited to share more major product updates with you as we release them.

By sharing our journey through building in public, we are able to showcase the hard work and dedication of our team. This recognition can boost morale and encourage continued innovation. 

Since releasing the first version of AdvisorFinder in late 2022 for a select group, we've had the chance to meet with nearly all of our users and absorb your feedback. All the product decisions we make are based 100% on the feedback from our users, both clients and advisors/planners.

Transparency is crucial for building a better product. It fosters trust and strengthens relationships. At AdvisorFinder, we are committed to being transparent every step of the way as we continue to develop and improve our platform for you. We want to create an open dialogue with our users so that they feel comfortable sharing their feedback with us. This feedback helps us improve our product and better serve the needs of our community.

Building in public is not only beneficial for our users but also for our team. By sharing our progress with the public, we are held accountable for meeting our goals and deadlines. This level of accountability fosters a sense of urgency and ownership within the AdvisorFinder team.

Additionally, building in public allows us to receive feedback from a wider audience beyond our immediate team. This feedback can spark new ideas or approaches that we may not have considered before. It also encourages us to think creatively about how we can best meet the needs of our users.

As always, thank you to all of our users for providing feedback. Your feedback has been invaluable in helping us improve our platform and create a better experience for everyone.

We couldn't do this without you!

Read about the AdvisorFinder founder story and more about the team.