Tod is easier to learn and better at putting your firm’s context to work this month.
Here’s what’s new:
- Expanded Tutorials: More tutorials are now live in the Resource Center, with more on the way. Whether you need a refresher on a feature you haven’t touched in a while or you’re exploring something for the first time, start there. It’s always one click away.
- Smarter Org Memory: Tod is now better at putting your organization’s context to work. Store things like metric targets, goals, and forecasts, and he’ll factor them into his analysis instead of leaving you to do the math. Want to update yours? Editing permissions are granted on request, so have your client admin reach out and we’ll get them set up
- Stability Improvements: We made a number of behind-the-scenes improvements to Tod’s stability and performance this release. If you run into anything, use the Feedback button in the top right to let us know.
We’re committed to constant improvement, regular updates, and providing real value to our clients.
