1fs Wealth

MESSAGES, FRONT AND CENTRE • Messages is now a tab of its own, with an unread badge. New default tabs are Assets, Messages and To-Do, and any layout you have customised stays as it is. • If Messages isn't on your tab bar, the unread count shows on More, with a Messages shortcut at the top. • Links in chat to assets, files and other pages now open straight in the app. Each tap checks your current access, and items you can't open are shown as restricted. A TIDIER MORE SCREEN • More is regrouped into Wealth, Views, People, Organisation and Personalise, so everything is quicker to find. TASK-FIRST TO-DO • Create tasks for your organisation, assign them to members, link them to assets and set due dates and reminders. • Make tasks repeat and add checklists, with smooth one-tap completion and quick Undo. • Filter, group and sort your list, select multiple tasks for bulk actions, catch up in Task updates, and get notified when a task is assigned to you or falls due. • Clearer dates throughout, such as "Due today" and "Overdue". ORGANISATION SETTINGS • Admins can manage organisation details, currency and locale, valuation and FX defaults, custom asset names, cashflow types, file tags and messaging policy from the app. INTEGRATIONS • Connect an integration now shows the top banks first, with search across the full list. SECURITY AND PRIVACY • Signing out, removing your account or switching organisation now clears that session's data from the device, including widget and Apple Watch data. • Stronger session protection and tighter network logging. Plus fixes and performance improvements.