January 16, 2021

New

In this release, we introduce improvements to creating and managing policies in Thrive.

Improvements

• You can align policies to your firm’s fiscal year instead of the calendar year
• Monthly Goals support decimals
• Policy Owners can now easily manage users linked to the policy inside of Thrive
• Based on your feedback, the process for creating your first policy has been streamlined to make policy creation easier

Fixes

• An issue was causing report evaluations (weekly and monthly) to time out.
• An issue was preventing exporting data to Excel.