The family tree becomes a genogram in this release, with emotional bonds, per-person conditions, photos and a legend that carries through to exports. XPM reconciliation received sustained attention so that entity types, duplicates and relationships resolve with far less manual work, and a security audit was worked through end to end.

Highlights

• Family Dynamics On The Family Tree: Relationships between people can now carry an emotional dynamic, drawn in genogram style with distinct line grammars for conflicted, hostile, distrustful and other bonds. You can drag to create a bond, click one to edit or remove it, hover or pin focus to highlight one person's connections, and show or hide each kind from the legend.
• Genogram Detail For People: People are drawn with the standard genogram medallions for sex, marked when deceased while keeping the marriage visible, and can carry per-person conditions shown as coloured indicators with their own editor, right-click menu and key. You can upload a photo that fills a person's medallion, adopted and foster child links draw dashed and dotted as they should, and entity pages gain a collapsible Family Dynamics section listing bonds by type.
• A Calmer Family Tree Canvas: An entity size control, revised spacing and spouse gap defaults, tidier node padding, a scrollable legend, viewport-aware pickers, cursor-anchored zoom shared with the ownership diagram, and a load sequence that renders once with your saved settings rather than flashing defaults. The conditions and dynamics legends are now baked into PDF, PNG and print exports, with a toggle to leave them out.
• Smarter XPM Reconciliation: Custom business and trust structures in XPM can be mapped to a StructureGram entity type, with keyword matching that proposes a type for you and flags it for review. An "Apply recommended actions" control clears the routine decisions in one step, entities that duplicate an already-linked client are flagged and can be ignored as resolved, and relationships stranded on those ignored entities are handled automatically.
• XPM Everyday Fixes: New holdings default to the standard Ordinary class, required dropdowns are highlighted when a choice is needed, the Sync Hub is restricted to tenancy and group administrators, tax file numbers can optionally be imported under a per-tenancy sensitive data setting, and the entity delete dialog was reworked for practices where XPM is the source of record.
• Security Hardening: A round of security audit findings was addressed: further paths that wrote sensitive identifiers are now encrypted, three under-gated areas gained per-entity and per-group authorisation, impersonation resolves uniformly, login analytics are scoped correctly, and files are cleaned up on bulk deletion.
• A Refreshed Interface And Editions: New design tokens, filled form fields, a dark sidebar and updated shell chrome arrive as the foundation of the interface refresh, together with a searchable icon picker for custom conditions. The help assistant can now be hidden and restored from the header and is branded to the edition you are using, with pricing tiers and quick-create options adjusted to match.
• ASIC Import Accuracy: Joint holdings survive the review process intact, merged or skipped holders resolve correctly for non-beneficial holdings, unresolvable holdings are surfaced rather than silently dropped, and the review stepper labels no longer clip.