This week’s release focuses on working across households, and on what leaves the platform.
- Move files across workspaces, and move sessions across workspaces too. Helmsted recommends moving a session when its primary focus is household A while you are working in household B, or when you are creating a new household. Just tell Helmsted: a notification pops up by the chat bar to move it.
- Portal invite emails are fixed in session: sending is deterministic, invites carry a preview link for the client portal, and advisors can edit most of the email before it goes out.
- Helmsted can learn things about any household from any session.
- PDF materials support: ask Helmsted to turn what you are working on into a well-formatted file built for saving as a PDF.
- Better, more aligned communication with Helmsted throughout the platform.
- Cleaner household scoping UX, with coming-soon badges marking what is next.