Joint holdings are now modelled properly: you can record them on relationships, see them in the diagram inspector, and work with them inside scenarios. The Xero Practice Manager sync gained a reconciliation step so you can review what will change before it changes, and the sign-up, pricing and password reset paths were all reworked.

Highlights

• Joint Holdings End To End: Jointly held interests can now be created and edited from relationships and the diagram inspector, and they collapse sensibly when a member of the holding is removed. Scenarios keep joint holdings intact so modelling a change no longer loses them.
• XPM Sync With Review And Reconciliation: Pulling from Xero Practice Manager now runs through a reconciliation flow with clearer defaults, safer remapping and better handling of retries, so you decide what gets applied rather than finding out afterwards.
• Annotation Clean-Up: Annotation labels, visibility and text box backgrounds were improved, and the older notes system was retired in favour of annotations. Annotations now tidy up properly when you leave a diagram.
• Layout And Diagram Controls: Layout options were expanded and the automatic layout algorithm tuned, diagram sliders reworked, and copy, selection and full screen behaviour brought into line with what you would expect. Pressing Escape leaves full screen.
• Inline Editing And Capital Detail: Node names can be edited inline on the diagram, pickers were updated across the app, and paid and unpaid capital are now tracked separately.
• Sign-Up, Pricing And Payments: The sign-up and onboarding defaults were refined, the pricing flow changed, website copy improved, and card saving and billing updates hardened.
• Password Reset With MFA: The password reset flow was upgraded and now supports multi-factor authentication.
• ASIC Documents Kept With The Entity: Documents used in an ASIC import are now stored against the entity's files during the import, so the source extract stays with the record.
• Smaller PDFs: Exported PDFs were reduced in size, and diagram loading was made more resilient.
• Scenarios Return To The Base Structure Reliably: Leaving a scenario and returning to the base structure was reworked after repeated fixes, and scenario editing was brought into line with the main structure for loans, reciprocal relationships and distributions.