What changed in Aether.

The disclosure says what each AI feature sends to Anthropic’s Claude API to produce a draft, which names are replaced by role labels such as Client A, Person 1 or Entity 1, which are sent as written, and how nine-digit numbers are withheld before any text is sent. It links to the published page that sets out what each feature sends, and to Aether’s subprocessors.

Campaign generation and the morning briefing also wait for a firm administrator to acknowledge the current edition for the firm, in Settings, AI assistance. The client portal assistant, which runs for no adviser, waits for the firm’s acknowledgement alone. A firm administrator can switch every AI feature off for the firm there at any time.

When you build a projection from a household, each dated spending goal in the fact find, such as school fees or an overseas trip, becomes a goal block in the events list. A post on the balances chart shows its year and whether the plan is short. Refreshing from the fact find moves only the blocks it drafted, and keeps any block you have edited or linked yourself.

If you remove a goal’s last block, Aether asks whether to leave that goal out of the projection, and a refresh won’t add it back until you choose Add it back. The Statement of Advice, the plan on a page and the goal tracker all say when a goal was left out. The Resilience card now tests a goal against the years of its blocks.

Each strategy that spends a household’s surplus used to size itself from the whole surplus, so a plan recommending an emergency fund, a debt repayment, salary sacrifice and investing the rest could commit more than the client actually had left each month. The surplus is now shared in one order: the emergency fund first, then high-interest debt that is not tax deductible, then salary sacrifice, then other debt, then whatever is left. Each strategy’s figures come from its own share. A strategy the surplus cannot reach is deferred, and the reason names the steps ahead of it.

If a strategy you have accepted, or one still awaiting your decision, is now deferred, generating the Statement of Advice stops and tells you so, naming the steps ahead of it and the month the surplus first reaches it, or saying it does not in the next twelve months. An accepted strategy can be undone on the advice page and declined; one still awaiting a decision can be declined, or you can resolve the reason and run the rules engine again. The $10,000 debt total that debt reduction looks for now counts the same debts the surplus order uses, and a loan whose recorded balance cannot be read is left out of every debt figure, with the Statement of Advice naming it.

Before this change, every box in the Family & Estate structure diagram was the same size. A long name was cut short, and a description such as “Family discretionary trust” could run past the edge of its box.

Each box now takes the width its own text needs, up to a set maximum, and a long name wraps onto as many as three lines. If a name needs more room than that, it is shortened with ”…”, and the full name still shows when you hover over the box. The diagram makes room by growing taller rather than wider, so the text stays the same size it has always been.

Each milestone on the projections timeline now has a small coloured arrow above its label, pointing at its year: retirement, the Age Pension starting, becoming debt-free and the first year of a shortfall. Labels that share a row sit level whether or not they have an arrow.

A retirement and the debt-free year are also drawn as a dashed line down through the lanes below, so you can see which blocks start or stop at that point. The line runs behind the words on a block and behind the ages, never across them, and clicking a block under a line still opens it. A turned-off block keeps its words fully readable: its fill fades instead.

Before this change, every Statement of Advice recommending a new self-managed super fund listed four risks, even when two of them could not happen to that client. The risk that a fund concentrated in one property cannot meet its costs now appears only when the fund is to hold business premises. The risk that closing current super accounts ends insurance now appears only when at least one member is not keeping their cover in an APRA-regulated fund.

The two risks that always apply, the trustees’ personal responsibility under superannuation law and the loss of government compensation for theft or fraud, still appear every time. If the checklist answers are missing or cannot be read, all four risks appear, so a risk is never left out by mistake. The strategy’s own description in the recommendation chapter is unchanged.

About one page in five of our sample Statements of Advice held only a heading or a few lines, because a section too tall for the rest of its page moved whole to the next one. Two-column sections now break across pages like ordinary text, a chapter’s title stays on the page with its first recommendation, and a recommendation’s heading is no longer left alone at the foot of a page. In a few long recommendations the left column can still begin on the next page.

A very long unbroken word, such as an account reference or a web address, now wraps in ordinary text. Inside a table, a card or a checklist it can still run past the edge of the page.

A saved portfolio scenario now becomes part of your advice only when you choose “Use in advice” on the scenario page. The rules engine then proposes it as a portfolio change, with its switch costs, for your client to accept or decline on the Advice page. If no switch costs are recorded, the change is held for your review until you add them. The scenario page shows where the change stands.

Statements and records of advice print the allocation and fees of the scenario in advice, member by member for a couple. If both members’ scenarios appear to hold the same joint account, the document waits until you confirm they are separate. Fee rates now print to two decimal places, so 0.14% no longer shows as 0.1%.

Holdings brought in by a data migration are saved as a scenario that is not in advice, so they no longer print in a statement’s allocation or fees until a later update prints them as current holdings.

A refused document used to show every reason run together in one paragraph. Each reason is now its own line, under the client it is about, with strategy names in bold, and the status bar counts how many things there are to check. While a document generates, the waiting line now changes every few seconds.

The printed risk profile record and the blank risk questionnaire now carry the logo your firm uploaded for its documents, or the Aether logo if there is none. The Risk Profiler says where the logo comes from and how to change it.

Some strategies compete on things only you can judge, such as debt recycling against paying the home loan down faster. A new “For your consideration” section on the Advice page lists each strategy that needs your decision, with a count of how many are still to decide. For each one you can record it as not pursued, or recommend it instead of the strategy it was weighed against. Before you confirm, you see exactly what your decision changes in the plan. The client’s reason is printed in their documents exactly as you write it; your internal note never is. You can change or revoke a decision later.

A Statement of Advice waits until every one of these is decided, and the document check links you straight to the section that needs you. The document lists your decisions in its appendix of other strategies looked at. If a decision changes after the document was generated, generate it again before you post it to the Vault. The household dashboard and the plan on a page show these strategies as “to decide” until you do.

If extracting a statement from the fact-find fails, the message now says why. If the AI data-handling disclosure needs acknowledging, it tells you to read it in Ask Vesper first. If AI is switched off for your firm or not yet set up, it says so and suggests entering the details by hand. If the service is busy, it asks you to try again shortly. Only a failure with none of these causes still suggests checking that the PDF is text-based.

In Ask Vesper, if your message is held back because the disclosure needs acknowledging, the disclosure opens and your message stays in the box, once, ready to send again.

The AI data-handling disclosure now describes, feature by feature, what each AI feature sends and which names are replaced with labels such as Client A, so you will be asked to read and accept it once more.

The Statement of Advice, Record of Advice, review document and client portal now say why a strategy was not recommended, is waiting or could not be assessed, in sentences written to the client: “No mortgage is recorded in your name.”, not your note “Client has no mortgage”, and never the engine’s working such as “(priority 75 > 55)”. Your Advice module still shows the full working.

Missing tax information is named in plain words, with one name everywhere. Names that change for you: “Super Death Benefit Pathway” and “Entity Tax Return Availability” (handoff, scope appendix, Advice module); on the tax dashboard, “Whether a binding death benefit nomination is in force”, “Super Taxable Component Split”, “Division 7A minimum yearly repayment status”, “Income Details” and “Liabilities / Debts”. The SOA lists up to four, in a fixed order on ties, so a rename never changes which.

An undescribed asset or debt is named by its type, such as “Personal Loan”, and super consolidation names the funds rolled over.

Documents already issued keep their wording; the portal drops the priority score beside them. For advice not re-run since this update, documents give a short general reason: run the engine again for the full one.

The Keystones card now sits on a deep blue night sky, with clusters of coloured stars, faint galaxies and drifts of pink and blue. The sky fills the whole card, turns very slowly, and is the same sky each time you open the same household. It stays quiet behind the chart, so the keystones and the trails between them are still what you read first.

Each keystone a client has reached is drawn as the orange star from the Aether logo, cell for cell, and it stays sharp on every screen, even with the page zoomed out to 90%. Zoomed out further than that on a standard (non-high-resolution) screen, or in a very narrow window on one, the logo star can’t be drawn sharply at its size, so the keystone shows as a plain four-point star instead. Hovering a star now brightens it in place instead of nudging it.

The sky is still when your device asks for reduced motion, and it pauses while the card is off screen or the tab is in the background.

Running the advice rules again for a client could delete a recommendation you had added by hand on the Advice page, or mark it withdrawn if it already had a decision on it. Every rules run now changes only the recommendations the rules wrote themselves.

A recommendation you add, one a locked product recommendation creates, and one from before this change that cannot be shown to come from the rules are all left exactly as they are by every run.

Until now, uploading a Word document that carries its own fonts dropped the link between the document and those fonts. The link and the fonts now both come through. A document uploaded before this change is not altered; upload it again to keep its fonts.

The adversarial review panel now says what the review is before you run it: an AI second reader that argues against the client’s current plan, what it reads, what you get back, and that it never changes a number, a strategy or a document. A note beside the button says it uses AI credits, is sent to Anthropic’s Claude and can take up to 2 minutes.

A run now carries on in the background while you keep working. The panel shows how long it has been running and says so if it goes past the expected time. If you reload or come back to the client, the panel picks the run up from where it is. A note you are typing is never cleared; the finished review appears when you are done.

When a run does not finish, the panel says why in one plain sentence: AI is switched off for your firm, the AI account’s credits are used up, the provider is busy or refused Aether’s credentials, the provider had a problem, the AI’s answer could not be used, or no answer came within 2 minutes. Where the run may have used AI credits, the sentence says so, and the panel never shows the provider’s own error text.

A run that got an answer from the AI provider now counts on Billing’s “Vesper AI usage” meter even when that answer could not be used. A request the provider refused, such as one refused because credits were used up, is not counted.

On the compliance evidence card, a review that is still running now says it is in progress and not evidence yet, instead of saying generation did not complete.

Fee disclosure statements stopped being required on 10 July 2024, but the audit pack’s checklist did not say so: it asked for them for “historic periods” with no end date. The item now covers only the periods before that date where an ongoing arrangement existed, and points to the fee consent and yearly renewal items, which are what an ongoing fee arrangement needs now.

Every chart now uses the colours of the theme you have chosen, and repaints when you switch themes without a reload. Neighbouring colours are chosen to stay apart, including for the common forms of colour blindness.

In a portfolio comparison, both donuts share one set of colours for the asset classes either portfolio holds, so a class looks the same in the current and proposed portfolios. Up to six classes get a colour of their own, and the smaller classes past that are grouped into a grey Other slice with a fine edge. Before this, with more than six classes, slices past the sixth could show another class’s colour. Growth, Defensive and Multi-asset are now one dark colour told apart by pattern (solid, diagonal lines and dots) in the inner ring, the risk bar, the callouts and the table headers, so a category is never mistaken for an asset class and still reads when printed in black and white.

Projection charts show more steps on the value axis, labelled as briefly as they can be ($500k, $1.5m), with large and small tick marks on both axes. The year axis labels every fifth year, or every tenth when space is tight, unless your practice has set its own step. Under each labelled year, the balances chart shows each person’s age. The cashflow chart is taller.

Running the advice rules again for a client could remove a product recommendation you had locked in the Recommendation Assessment, so it no longer appeared in the SOA, with no warning. A locked recommendation is now left alone by every rules run.

If a recommendation was lost or hidden before this change, its assessment now says that it is not in the SOA. Re-lock creates a lost recommendation again, and Restore makes a hidden one live again with its decision history kept. If a hidden one’s area is now out of scope, decline it on the Advice page instead.

Accepting a recommendation, refreshing its figures and keeping your own version all check the client’s current details first. If those details could not be read at that moment, the action used to stop with an error. It is now refused with a message saying the client’s details could not be checked just now and asking you to try again, and nothing is accepted or changed in the meantime. A recommendation whose client details could not be read is also no longer counted as current on your dashboard. And when one household member’s details cannot be read, the household optimiser now says so for that member alone and still uses everyone else’s details, instead of reporting every member after them as unavailable too.

Insurance cover with no in-force status recorded is now read as in force everywhere it appears: the ongoing costs in the statement of advice, the household’s surplus, the insurance section of documents and the SMSF panel all treat it the same way.

Meeting Copilot has moved out of the Client menu to the top of the sidebar, directly under Dashboard. It stays in the sidebar during client meeting mode.

Each household’s page now has a Meeting Copilot button beside Client meeting mode. It opens Meeting Copilot with that household already chosen, as does the Meeting Copilot link on the page’s Recorded meetings card. Like the page’s other adviser actions, the button is hidden while client meeting mode is on.

The Client menu now opens with Client, Fact Find, Risk Profiler and Scope of Advice. Family and Estate follows, then Portfolio, Insurance, Projections, Tax Strategy, Product Hub, Advice and Documents in the same order as before.

Advice, Compliance, Documents, Insurance, Product research, Projections, Risk Profiler, Tax and Portfolio each had a top bar and a second heading under it. They now have one header: the page name, a one-line description, the page’s status and its buttons. On a narrow screen the description is hidden to save room. When you print a page, its description prints in full.

In the Risk Profiler, Print Profile now sits in the open record’s bar beside Record PDF. Reset Answers and the date the profile was completed sit in that bar too, next to the client they apply to.

The blue-grey shading on adviser pages is gone: backgrounds, borders, shadows and overlays now use the same warm tones as the rest of Aether. The sign-in, account activation and password reset pages match. Chart and category colours are unchanged, and so are printed records and documents, which keep their own colours. The client portal is unchanged.

On Projections, the assumptions list beside the charts now stays clear of the header as you scroll, however tall the header is.

When you generate an SOA or ROA, Aether checks each recommendation it will print against the client’s details as they are now. If something has moved, the document is held back and the message tells you which button on the advice page will fix it. Until now the advice page decided its buttons from the overnight check instead. After a fact-find change, and for figures the overnight check does not cover, the message could name “Refresh and re-accept” on a card that did not show it.

The advice page now reads each recommendation the same way the SOA check does. Every button the message names is on the card, and a card only offers a refresh when the check would ask for one.

• Accepted recommendations whose figures moved show “Refresh and re-accept”, and also “Reviewed, keep my version” if you edited them.
• Pending recommendations you edited show “Refresh from engine” and “Reviewed, keep my version”. The message no longer tells you to run the rules, which would keep your edit as it is and leave the document held back.
• The badge names what to do, and its panel lists the figures that moved, including figures quoted in the recommendation that the overnight check does not track.
• The overnight task for a flagged recommendation names the same action as the card when it is written.

The card above the page header now leaves room before the page starts, and lists what the orientation covers: the sidebar journey, client and practice work, Vesper in context, and help on demand. Start orientation opens the tour at its first stop. If you leave part way, with Exit or Escape, the card offers to resume from the stop you left. Not now, or the ×, puts it away for good. You can still open the guide from the corner at any time.

Where you are in the orientation, and whether you have put the card away, is now kept with your account rather than in one browser. Signing in on another computer or phone picks up the same place. One thing to expect: if you put the card away before this release, that was kept only in that browser, so the card shows once more after the update. Put it away again and it stays away everywhere.

With reduced motion set on your device, the card and the tour appear without animation.

On a phone, a kept risk profile record shows its five bands as a two-column key under the score, so the band names stay whole and inside the card. Printed records and PDFs keep the single strip.

The 10-year projection used to add each side’s yield on top of its capital growth estimate, so a lower-yield proposal fell behind even when it cost less. It now takes one total return per side, labelled Total return estimate and 6.5% by default, of which the yield is the income part. On a sample $1,000,000 switch into a cheaper, lower-yield mix, the year-10 figure moves from a $71,318 shortfall to a $7,815 benefit, and the projection breaks even in year 2. A scenario saved before this change reopens at the 6.5% default, because its old figure meant something different.

The projection’s columns now say what they hold: net benefit for the year and cumulative net benefit, from a Year 0 row that carries the switch cost. When the two sides’ contributions differ, the balance gap column reads Difference instead, and a note says what it includes and which figure turns positive.

Key changes quotes the fee saving once, on the annual fees row, worked from the two fees shown beside it, and shows the weighted ICR to three decimal places so a small difference no longer rounds away. The ledger footer’s ICR now matches it. A change in yield is no longer coloured as good or bad. The centre of each allocation chart now shows the same growth share as the risk check and the Record of Advice, counting a multi-asset fund’s recorded growth split; where no split is recorded, it shows a range.

After a Calculate, the Projections page could be dragged sideways well past its edge, out to the last year of the year-by-year table. It now stays the width of your window, and the table scrolls inside its own card as before.

On the plan timeline at Fit, an event or a one-year change was a sliver about the width of a year, and two in neighbouring years sat almost on top of each other. Every item is now at least a fingertip wide, two in neighbouring years take separate rows, and on a narrow window Fit scrolls inside the timeline rather than shrink a year below that.

The tiles repeated figures the charts and tables already show, without saying which years they covered. They are gone, so nothing sits between the view bar and the charts.

When you compare against an earlier run, a saved copy of an earlier plan’s figures or another scenario, the compare section now opens with a key figures table. It lists final net wealth (also adjusted for inflation), whether net wealth stays positive, whether expenses are funded, total contributions, total tax paid, the debt-free year and peak net wealth. Each figure is shown now, before, and as the change between them, in whole dollars, so the change always matches the two figures beside it. For expenses funded, two funded runs show no change. If either run has a shortfall, the change is a dash: which is better depends on the years each run covers, and the column heads show those. Each column names the years it covers. If the two start or end in different years, the table says so. A figure the earlier run did not record is named under the table rather than shown as zero. Viewing one person, the Now column is theirs and Before is the household’s, because a saved comparison keeps household figures only.

Anything the tiles warned about, such as loan interest nobody could pay, is still listed in the projection’s warnings, and each of those warnings says the unpaid interest is added to the loan.

Until now the surplus was take-home pay less living expenses, so a household with a mortgage looked able to save or invest money that already goes to the lender. Each loan now costs its recorded repayment, or its interest where no repayment is recorded, and only the household’s own share of a loan is counted. A loan with a balance and neither a repayment nor an interest rate, or cover paid personally with no premium recorded, is not counted as $0: no surplus is shown until it is recorded, and the reason names the loan or the cover; on the fact find’s summary and the CRM’s cashflow tile, its line reads “Not recorded”. Cover held in super or paid by an employer or a business is left out. Where the fact find does not say how a policy is held, its premium is counted and you are asked where the cover is held. Strategies sized from the surplus, such as salary sacrifice and extra loan repayments, now work from the smaller figure, and debt recycling is no longer recommended to a household with no surplus to fund it.

Clients see the same figure on their portal’s cashflow card, with repayments and premiums as lines of their own. The card shows a surplus only when every line it adds up is shared with them. A household whose members are not recorded as one couple shows no surplus, and says why, and its tax and take-home pay read “Not worked out”. The household summary’s tax now matches the advice engine’s: current-year rates, Medicare levy and the low income tax offset.

The advice engine used to work out savings, debt and contribution strategies as if a loan with no repayment or interest rate cost nothing, as if cover with no premium were free, and from the couple’s figures alone when a household had a third member or a member with no role recorded. Each of those strategies is now held for review instead, and the reason names the loan, the cover or the member. Where even reading the missing cost as $0 leaves too little to fund a strategy, it is not recommended, and the reason says so without quoting a surplus. Record the missing figure or role and run the rules engine again to have the strategy worked out. While a strategy is held, it cannot be accepted, by you or by your client in the portal, even where a proposal of it from an earlier run is still in the plan.

Policies marked as no longer in force are no longer added to the ongoing costs in the statement of advice.

Printed with the paper turned sideways, or with the print margins set to None, an adviser page could come out as blank sheets, and at ordinary settings most pages left an empty band across the top of the first sheet. Both are gone.

The Portfolio page now prints on white as one flowing document. Charts, table rows and the cards inside each section are no longer cut across two sheets; a section too long for one sheet carries on to the next between them. The holdings table prints on its own sheet, turned sideways, with all thirteen columns across it, and its empty fields print blank instead of showing their typing hints. The printout was checked in Chrome only.

The card sits between your reviews and tasks and the household directory. Households and client accounts are drawn as solid lines, and leads plus onboarding households as a dashed pipeline line. Pick 30 days, 90 days, 1 year or 2 years, or open the table to see every night’s numbers.

The chart starts from the first night your book’s figures were recorded and says when that was. Nothing is filled in before it, so a new practice sees a short line that grows each night. Like the rest of the dashboard, the card is hidden in client meeting mode.

On the Practice dashboard, recurring fees now use one red throughout, the cards have even spacing, and the count of unimplemented advice has moved into the aging card’s header.

The Chart Room was a read-only view of one household for a meeting. Its address now answers that the page is not found, and it is gone from the command palette. A household’s net worth today and the end point of its latest published projection are on the household’s Briefing and Financials tabs in Clients, and projections are built and published from Projections as before.

Advice, tax, risk, insurance, product research, scoping, the fact find, family and estate, documents and the meeting copilot each had a picker of their own. They now share one, and it follows the household you are working on as you move between modules. A link that names a household or a client opens that household.

Opening Ask Vesper or any other dialog no longer nudges the page sideways, and the compliance module now has the same side margins as the rest of the app.

The timeline draws a lane for each person and one for the household. Salaries, contributions and living costs run as bars across their years, one-off events sit on the year they happen, and properties and loans are worked out from the accounts. Milestones are marked along the top: each retirement, the year the Age Pension starts, the year the debts are paid off, and the year the money runs out (or, if it never does, how far it lasts). Fit shows the whole plan at once, and Detail widens each year and scrolls sideways inside the card.

Choosing an item opens a side panel beside the timeline. As you type, the panel shows what the change does to the plan, and the timeline behind it redraws to match. Nothing is kept until you press Save, which writes the change and calculates again. Cancel or Escape leaves the plan as it was. Adding a movement or an event opens the same panel, and on a narrow screen it takes the full width.

Each switch cost (selling, buying, the buy/sell spread and capital gains tax) is now one row, with its platform, rate and minimum beside its cost, and a total at the foot that the comparison uses. The brokerage now updates whenever a holding’s amount or code changes, or a holding is removed or imported; before, it changed only with a holding’s trade type, so a new holding showed no buy brokerage and the comparison could state a $300 switch cost where the trades cost $750. Importing new holdings now clears costs typed for the old ones. When the costs column is narrow, on a phone or beside the risk profile on a mid-size screen, the rows stack and each field keeps its label.

The cash flow summary is now two bars on one scale: opening cash and sale proceeds on one; top-ups, new holdings and the cash left on the other. A proposal that spends more than it has now shows the overspend as a shortfall on the funding bar, with the cash stated as a negative amount. When the current allocations do not total 100%, the bars name the difference as its own segment, so they still balance. The holdings table drops the coloured strip on each row, since the action column already shades each trade, and the risk profile card no longer sits on a yellow background: a warning shows on its own badge.

On a phone, every column of the comparison’s tables can now be reached: the allocation tables stack under their charts, and the 10-year projection scrolls sideways with the year kept in view.

Only an investment loan linked to the property it was borrowed for now adds a loan interest expense, which is the interest a client may be able to claim against that property’s income. Until now any loan linked to a property added one, so a client with a home loan showed a smaller surplus than their budget supports.

On a household’s compliance page, the Investor classification card records each client’s, company’s and trust’s status, the basis for it, the certificate’s dates and the evidence in the vault. A certificate shows the day it expires, and your morning briefing tells you 90 days before. From the day a certificate expires, Aether shows that client, company or trust as retail until you record a new certificate, or your firm’s own statement that they are wholesale. Anyone with no status recorded shows as retail. Aether records and shows the status; it does not change any advice on its own.

The Reports card on the Practice page exports two reports. The compliance register has a sheet each for reviews, fee consents, investor status and risk profiles. Book insights covers revenue, funds under management, margin, the risk profile split and the companies and trusts in your book, with plain observations on where to look. Admins can export the whole firm, one adviser’s book or the households with no adviser, and advisers export their own book. Each export is recorded with who made it and when.

The Briefing tab is back to the people and the relationship. The new Keystones tab, after Portal, holds the chart, then the household’s feats beside the book’s records. The button in the household header now reads like “6 of 21 Keystones” and opens the tab, with the chart’s selected keystone in focus.

The chart is drawn one constellation at a time, so it is clear which keystones belong to each. The starfield is back, and the thread between two keystones brightens when you hover over one or it is lit. It uses your theme’s typefaces rather than its own, and the faintest marks stay visible in every theme and on a phone. On a narrow screen the household tabs scroll sideways inside their bar, and the tab you are on stays in view.

Like Portal, the tab is yours alone: it is hidden in client meeting mode.

A person’s cash and debt in a projection are now the sum of their accounts and loans, so you change a balance or a rate on the account itself. An account typed with its own name in the fact find keeps that name. Any other account reads as its provider and its owner, such as “Saver - Ann”.

Settings now opens in seven tabs: My account, Appearance, Team, Documents, Advice, Compliance and clients, and Fees and delivery. You only see the tabs that hold something you can change. A link can open a particular tab, and a dot on a tab tells you it holds changes you have not saved.

My account brings together your sign-in, your two-step sign-in status, what your role lets you do and where to get help. You can now set your own name, job title, phone and photo there. Your photo shows on the team list and beside your name in the sidebar, and clicking your name in the sidebar takes you to My account. When you change your name, households in your book that showed your old name show the new one.

The first time you sign in, Aether offers to set up your profile. You can skip it and come back to My account at any time.

Until now the score was scaled against a maximum lower than the answers can actually reach. Every score read about 15% higher than it should have, the top of the questionnaire all scored 100, and some clients landed one profile higher than their answers support. The three section bars beside the score were scaled the same way and are corrected too.

An assessment already saved keeps the score and profile it was recorded with, and its section bars are now drawn against the corrected maximums. A new assessment scores on the corrected scale.

Each entry says what changed and when. New features also get a one-line note at the top of your workspace the first time you sign in after they arrive. Dismiss it, or open the log from it, and it does not come back.