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.
Planned for October 8, 2026
These updates are planned for October 8, pending final testing. We’ll confirm here after the release.
Testimonials for advisors: A new optional add-on will let advisors collect client testimonials through a personal link or a ready-to-send email. Requests come from the advisor; AdvisorFinder never contacts their clients.
Review before publishing: Advisors will review and certify each testimonial before it appears publicly, with disclosures for client relationship, compensation and conflicts of interest.
Testimonials on your profile and website: Approved testimonials will appear on the advisor’s profile and can be embedded on their own website. Advisors will also be able to export their testimonial history to CSV.
A refreshed guided search: An updated assessment will bring clearer questions, visible progress and an improved mobile layout.
An easier way to explore the directory: A new directory starting page will bring advisor and firm browsing together, with clearer navigation and information about the data.
Better advisor-name search: Directory search will better recognize names entered with or without middle names and initials.
More useful profile details: Directory profiles will show additional firm-provided information about client focus, expertise and services, with links to the firm. Marketplace profiles will add a direct FINRA BrokerCheck link where available.
Advisor profile and dashboard improvements: Advisors will have more credential and education options, a fix for removing profile videos, and a way to submit an inquiry for review as disqualified with a written reason.
August 27, 2026
Book through Calendly: Advisors can add a Calendly booking experience to their profiles, making it easier to choose an available meeting time.
More complete advisor profiles: Advisors can add awards and accolades, and we improved credential selection and employment-history display.
Easier access to guided search: Directory profiles now provide a guided-search shortcut on desktop and mobile.
Clearer directory resources: Directory profiles now include links to FINRA BrokerCheck’s terms and the process for reporting data errors.
Assessment and sign-up improvements: We improved phone-verification handling and fixed Privacy Policy and Terms of Service links on our partner landing page.
July 6, 2026
Refine results by pricing preference: Consumers can update their advisor search results based on their preferred pricing model.
Clearer, more relevant search results: We refreshed the assessment layout, added ZIP-code validation, and updated service descriptions to reflect the needs selected in the assessment.
More control for firm administrators: Firm administrators can edit and preview the information shown on their assessment results cards.
Assessment update fixes: We fixed issues that could prevent updated preferences from refreshing results or cause an update to return no results.
Meeting agenda fix: We restored the Send Agenda button for advisors with an associated email address.
March 19, 2026
Clearer account verification: We updated phone verification and sign-up messages, with a way to go back and correct information and a clearer path for existing users to sign in.
Better handling of location preferences: We improved how in-person preferences affect local advisor results and corrected ZIP codes that begin with zero.
Scheduling improvements: We updated meeting scheduling to show available dates starting the following day.
February 7, 2026
Major Migration
Backend Updates
Various bug fixes
October 15, 2025
Improvements to the Personalized Search Assessment, Post-Assessment Results Page
Backend Updates
Various bug fixes
September 25, 2025
Improvements to the Personalized Search Assessment
Backend Updates
Various bug fixes
August 22, 2025
Calendar Bookings Integration: We built a new integration to make it easier for people to connect with financial advisors by scheduling a date/time to meet.
Improvements to the Personalized Search Assessment
Backend Updates to Accommodate the Calendar Bookings
Improvements to Custom Features for Firm/Enterprise Admins
Bug fixes
February 28, 2025
Minor Improvements to the Personalized Search Assessment
SEO-related Updates
Bug fixes
January 16, 2025
Improvements to the Personalized Search Assessment
Updates to the Cookie Consent Banner
Bug Fixes
December 16, 2024
Improvements to the Personalized Search Assessment
Updates to the Advisor Profile
Custom Features for Firm/Enterprise Admins
Bug Fixes
Backend + Security Updates
October 21, 2024
Improvements to the Personalized Search Assessment
Bug Fixes: Our team has addressed several minor bugs, ensuring a smoother and more reliable user experience across the platform.
Advisor Profile Update Form: Advisors can now update their profile more easily through an intuitive form.
September 5, 2024
Advisor Display Names: We've implemented a new system to clearly differentiate advisor names from their credentials. This change makes it easier for clients to identify and connect with advisors, while still showcasing important professional qualifications.
Advisor Profile Information Modal: A new modal has been added to display comprehensive advisor profile information. This feature allows clients to quickly access detailed information about an advisor without leaving their current page, streamlining the selection process.
SEO Enhancements: We've made several minor but impactful SEO changes, including updates to meta descriptions, title tags, and canonical URLs. These improvements will help increase our platform's visibility in search results and drive more organic traffic.
Bug Fixes: Our team has addressed several minor bugs, ensuring a smoother and more reliable user experience across the platform.
Email Template Updates: We've refined our email templates for in-app user actions, improving communication and engagement to our users.
Firm Admin Access Adjustment: Access to the /assessment page has been removed for firm admins to streamline their user experience and focus on core functionalities.
In-App Forms: We've optimized various in-app forms for better accessibility, focusing on form input types.
Consumer Sign-Up Flow Update: The consumer sign-up process has been revamped to be more intuitive and efficient, reducing friction for new users joining the platform.
Navbar Update: We've refreshed the navigation bar to improve overall site navigation and user experience.
Marketplace Page Refinement: Based on user feedback, we've removed the "Number of Advisors" display from the Marketplace Page. This change addresses concerns about the potentially overwhelming nature of seeing hundreds of listed advisors.
July 23, 2024
New Step-by-Step Search Experience: Clients can now search for advisors by filling out a short questionnaire, gathering relevant information about their needs and preferences.
Personalized Results Dashboard: Advisor results are displayed in a dashboard based on the client's search criteria. Clients can contact advisors directly from this new results dashboard.
Favorite an Advisor: Clients can ‘favorite’ advisors to save them for future reference. More functionality for this feature will be released soon.
New Homepage
Improvements to the Sign Up Process for Clients/Consumers
Major Updates for In-App SEO
Improvements to Transactional Emails for Sign Up Process
Fixes to Advisor Profile Data Elements
Product Analytics Updates
Minor Bug Fixes and Improvements
April 25, 2024
Updates to Meta Descriptions for some application pages
Minor updates to the Advisor Application process
Bug fixes for the new CTAs on Advisor Profiles
Updates to our sitemap, and how the sitemap is generated
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
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
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
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
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
April 21, 2023
Various bug fixes
April 20, 2023
Advisor Profile: overhaul of the "Schedule a Call" flow
Advisor Dashboard: minor updates to display status and type of meeting request
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
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
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
Jason Friedman, CEO and Co-founder of AdvisorFinder
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.
During our early days, when we released the first version of AdvisorFinder in late 2022 for a select group, we've had the chance to meet with many 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.
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.
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