WizeHub Product Updates

Product Updates - 3 September 2026

This product release includes:

• Personal Mission (NEW MODULE) - Adapted from Stephen Covey’s “Beginning with the end in mind” leadership exercise, complete an eight component eulogy and create an AI generated Personal Mission Statement.
• Activities & Delegation - Updated the Quad list labels and added a more descriptive tooltip to guide users’ withdrawal journey categorisation.
• Task Hub list view - A refreshed list view in Task Hub, Meetings, and Freedom Map Coaching Steps. Users can now update the task status ‘on the fly’.
• Global Search results are more informative - Added sub-text to Freedom Map Projects and Training Modules so users can easily identify where a resource lives, reducing “lost” navigation.
• Freedom Map Coaching Steps - Applied Freedom Map Coaching Steps as a favourite for executive users across all tenants.

Read: Release Notes - 3 September 2026

Product Updates - 20 August 2026

This product release includes:

• Ideal Income - Revised the “Business Value Analysis” allowing businesses to set their valuation multiple.
• Training Modules - “Next training modules” prioritise videos linked to shared projects and connected training modules.
• Activities & Delegation - Users can assign a task to team members while also attaching the task to a meeting agenda.
• Task Hub - Drag-and-drop now provides better visual feedback so users are confident an item has moved.
• People - Users can now click an employee’s name (not just view icon) to open a profile.

Read: Release Notes - 20 August 2026

Product Updates - 6 August 2026

This product release includes:

• Fab5 Sales KPI - Two new columns, "Revenue Target" and "Variance" have been added to the Sales KPI. Revenue Target auto-populates from ‘New Revenue to be Won’ in the Budget & Capacity plan. Alternatively, users can set their own Revenue Target in the dashboard.
• Freedom Map Project Steps has been renamed to Freedom Map Coaching Steps and relocated to the Freedom Vault for improved discoverability.
• Task Hub - Users can now link tasks directly to Freedom Map Coaching Steps, enabling task tracking within coaching workflows.

Read: Release Notes - 6 August 2026

Product Updates - 23 July 2026

This product release includes:

• Task Management has been renamed to Task Hub. You can now also link newly created tasks to existing meetings.
• Freedom Map Projects
  •  Added "Next" and "Previous" navigation buttons to project headers.
  • Executive users can grant access to Freedom Map Projects and Freedom Map Project Steps (meetings module) to team members.
• Align - Employees can now share Align modules with multiple managers. We have also added in-app notifications for shared modules.
• Lead Pipeline - Introduced a new filter for "Revenue Range" and added "Sales Appointment" to sorting.
• FAB5 - Added the ability to reorder teams across all FAB5 plans.
• Scorecards - Moved the "Create scorecard" button to the Actions menu for better visibility.

Read: Release Notes - 23 July 2026

Product Updates - 9 July 2026

This product release includes:

• Freedom Vault - A PDF viewer for resources in Projects and Training Modules.
• FAB5
  • Ability for users to add a custom EBITDA % KPI for each team.
  • The dashboard now retains your YTD date range when switching to prior years for quick comparison.
• Lead Pipeline - Clients now remain visible on the Kanban board for 90 days, and lost leads for 30 days.
• Meetings - The delete button on meeting agendas has been repositioned to prevent accidental deletion of entire meetings.

Read: Release Notes - 9 July 2026

Product Updates - 23 June 2026

This product release includes:

• EBITDA - Senior Client Manager users now have visibility of their team’s EBITDA.
• Global Search - Ability to search content in the Freedom Vault.

Read: Release Notes - 23 June 2026

Product Updates - 11 June 2026

This product release includes:

• Lead Pipeline - Search leads by client/contact name or time zone.
• Training Modules - Ability to filter training modules by division, industry and role.

Read: Release Notes - 11 June 2026

Product Updates - 28 May 2026

This product release includes:

• Align (NEW MODULE) - build an aligned, engaged, and high-performing workforce. Empower employees to connect with their career purpose, while growing both personally and professionally. New modules include:
  • Career Audit
  • Career Wheel
  • Energy Audit
  • Life Wheel
  • Team Analysis
• Lead Pipeline - Search leads by state or country.
• Task Management
  • Filter by task origin.
  • Sort tasks by due date, created date or title.

Read: Release Notes - 28 May 2026

Product Updates - 14 May 2026

This product release includes:

• Freedom Vault: Training Module (NEW) - A dedicated training hub to access training videos, coaching calls, and Wize event recordings in one centralised location.
• FAB5 integration - Newly added teams in Budget & Capacity will now automatically sync with FAB5 schedules, ensuring alignment without manual updates.
• Lead Pipeline - Added a new field “Proposal Sent” for improving tracking of the sales progress.
• Task Management
  • Users can now mark tasks as private, providing greater control over visibility and confidentiality.
  • Tasks created through meetings or delegation activities are now clearly labelled with their task origin, improving context and traceability.

Read: Release Notes - 14 May 2026

Product Updates - 30 April 2026

This product release includes:

• Activities & Delegation - Added the ability to assign tasks associated with the delegation process. 

Read: Release Notes - 30 April 2026

Product Updates - 14 April 2026

This product release includes:

• Budget & Capacity: Team Summary - A new toggle lets you decide whether direct expenses are treated as Cost of Goods Sold (COGS) or Overheads. COGS are included in the Gross Profit Analysis while overheads are not.
• Lead Pipeline - New field for address, country and time zone.
• Potential Acquisitions - New field for a business website.
• Task Management - New in-app notifications.

Read: Release Notes - 14 April 2026

Product Updates - 8 April 2026

This product release includes:

• Freedom Map Projects - An updated infrastructure that includes core training, associated training modules, downloadable resources and tools to support your journey to freedom. 
• Freedom Map Project Steps - A new meeting-based module allows Executive users to work through projects in a structured, collaborative format.

Read: Release Notes - 8 April 2026

Product Updates - 2 April 2026

This product release includes the following enhancements:

• Budget & Capacity - You can now set a custom Gross Profit % KPI in the Team Summary.
• Client Portfolio - Added the ability to bulk delete all clients.
• Policies & Procedures - The policy number is no longer mandatory.

Read: Release Notes - 2 April 2026

Product Updates - 26 March 2026

This product release includes:

• enhancements to Activities & Delegation include:
  • new My Activities and My Delegations tabs for clearer ownership and delegation tracking.
  • progress buttons added to quickly update delegation status when viewing activities.
  • streamlined delegation flow to formally assign activities to team members.
  • ability to archive old activities.
• the Equity Plan now includes the equity owner’s 'Share of Goodwill' and highlights when an equity owner reaches their ideal income.
• ability to close (and re-enable) the blueprint progress banner from the side menu.

Read: Release Notes - 26 March 2026

Product Updates - 5 March 2026

This product release includes:

• The bonus system tool now streamlines bonus allocation by automatically calculating and distributing individual shares based on salary and time in the team.
• Marketing Results has been renamed to Marketing Metrics and moved to Measure.
• Lead Pipeline and Bookkeeping Quote has moved to Execute.
• Policies & Procedures has moved to it’s own category; Policies.

Read: Release Notes - 5 March 2026

Product Updates - 19 February 2026

This product release includes:

• Wize Blueprint
  • A motivating progress banner — helping you stay on track as you complete your WizeHub foundations.
  • Integrated WizeHub membership benefits — encouraging early engagement and connection within your Wize community.
• Administration Team users now have access to Business Brokers and Resources under Acquisitions.

Read: Release Notes - 19 February 2026

Product Updates - 5 February 2026

This product release includes:

• The Growth Scorecard will prefill with data from Revenue and EBITDA plans.
• Ideal Teams has been renamed to Team Designer.
• Team Structure has been renamed to Ideal Teams.
• Updated WizeHub with universal language including renaming Fees to Revenue and Fees Won & Lost to Revenue Won & Lost.
• Wizer's new location - Dashboard > Wizer Mentor.

Read: Release Notes - 5 February 2026

Product Updates - 23 January 2026

This product release includes:

• A Kanban board has been added to Task Management.
• Owners can plan equity changes alongside growth plans in the new Equity Plan module.

Read: Release Notes - 23 January 2026

Product Updates - 8 January 2026

This product release includes:

• the ability to bulk delete clients in the Client Portfolio.
• the ability to display archived activities in the time breakup/chart in Activities & Delegations.
• streamlined syncing when new teams are added to the Budget & Capacity plan.

Read: Release Notes - 8 January 2026

Product Updates - 19 December 2025

This product release includes:

• Updates to Activities & Delegations:
  • more delegation progress options.
  • new field to record the positive impact of delegating an activity.
  • ability to link Policies & Procedures to support users as they progress through the effective delegation process.
  • the ability to archive activities.

Read: Release Notes - 19 December 2025

Product Updates - 10 December 2025

This product release includes:

• Print to PDF: Organisation Chart
• Ability for users to share Activities & Delegations with their manager/direct report.
• Senior Client Manager users now have visibility of their team’s Lockup and Team NPS.

Read: Release Notes - 10 December 2025

Product Updates - 27 November 2025

This product release includes:

• an updated Borrowing Calculator.
• Ability to favourite modules.
• Ability to copy a Growth Plan for scenario planning.

Read: Release Notes - 27 November 2025

Product Updates - 13 November 2025

This product release includes:

• Print to PDF: FAB5 and EBITDA
• updates to the side menu:
  • Modules under Discover and Plan reorganised to match a business owner planning journey.
  • Firm Details moved to Settings.
  • Acquisitions is now a standalone menu.

Read: Release Notes - 13 November 2025

Product Updates - 6 November 2025

This product release includes:

• a standalone Write Offs plan.
• the Lead Pipeline now includes a “Date Last Contacted” field and a fresh update to the Kanban board.
• Administration Team and CFO users can update basic staff profile details.
• minor updates to Task Management as well as the addition of a 'scroll to top’ button when editing records.

Read: Release Notes - 6 November 2025

Product Updates - 30 October 2025

This product release includes:

• Fees Won & Lost now includes the date fees won and date fees lost in the clients won & lost tabs. Users can also sort records by client name or date fees won or lost.
• the ability to bulk update leads in the Lead Pipeline.

Read: Release Notes - 30 October 2025

Product Updates - 8 October 2025

This product release includes:

• a major update to the Budget & Capacity plan.
• leave entitlements have changed from weeks to days in People. 

Read: Release Notes - 8 October 2025

Product Updates - 2 October 2025

This product release includes:

• the unveiling of Wizer AI - Your Always-On Mentor and Coach!
• new enhancements to the Bookkeeping Quote.
• the ability to bulk update client groups in the Client Portfolio.
• lead lifecycles and reporting periods filters in the Lead Pipeline.
• downloadable resources for Merge & Acquisitions.
• minor updates to the Lead Pipeline proposal calculator, Meetings.

Read: Release Notes - 2 October 2025

Product Updates - 18 September 2025

This product release includes:

• the ability to calculate revenue and income targets to meet the Ideal Income of various equity holdings.
• the ability to favourite Launch Pad Apps.
• a new ‘Assigned Tasks’ tab and the ability to see who assigned tasks in Task Management.
• minor updates to the Wize Blueprint, Scorecards, and Ideal Teams.

Read: Release Notes - 18 September 2025

Product Updates - 4 September 2025

This product release includes:

• a planning tool to layout your future Ideal Teams.
• improved filtering to the donut charts in the Lead Pipeline: Results.
• a salary calculator is available in the People profile (AU firms).
• ability to add attachments to records in Potential Acquisitions.
• ability to archive or delete Potential Acquisitions.

Read: Release Notes - 4 September 2025

Product Updates - 25 August 2025

This product release includes:

• the leads in Marketing Results now integrates with the Lead Pipeline.
• a new proposal calculator is available for prospects in the Lead Pipeline.
• minor updates to Freedom Map Projects, Lead Pipeline, Meetings, Manage Users, and Task Management.

Read: Release Notes - 25 August 2025

Product Updates - 11 August 2025

This product release includes:

• minor updates to People and meeting agendas in system preferences.

Read: Release Notes - 11 August 2025

Product Updates - 24 July 2025

This product release includes:

• a charge rate calculator is available in the People profile.
• a team chart is available in each division in the Team Structure module.
• deployment of master meeting agenda templates.
• minor updates to the age of leads in the Lead Pipeline, freedom map projects, and user access to multiple tenants.

Read: Release Notes - 24 July 2025

Product Updates - 10 July 2025

This product release includes:

• ability to sync People profile changes in the Budget & Capacity plan.
• ability to collapse the Budget & Capacity plan to fit more content on the screen.
• ability to set your own FAB5 KPI benchmarks.
• the FAB5 Sales KPI will include opening balances of Fees Won & Lost in a new financial year.
• users will now define the ‘Allocated Client Managers’ in the Client Portfolio.
• minor updates include contextual information on the ideal team structure.

Read: Release Notes - 10 July 2025

Product Updates - 26 June 2025

This product release includes:

• auto-creation of FAB5 schedules.
• minor updates to the business intelligence board, calendar view in EBITDA & FAB5 dashboard, lead action steps, search bar and same name plans.

Read: Release Notes - 26 June 2025

Product Updates - 20 June 2025

This product release includes:

• a Financial Year Rollover automation.
• CFO user roles now have access to the Budget & Capacity module.

Read: Release Notes - 20 June 2025

Product Updates - 11 June 2025

This product release includes:

• the ability to archive client groups in the Client Portfolio.
• a re-design of the Meetings module.
• when copying meeting agendas to another meeting, archived meetings are now excluded from the dropdown list.
• Administration Team and CFO user roles now have access to the Activities & Delegation module.

Read: Release Notes - 11 June 2025

Product Updates - 28 May 2025

This product release includes:

• minor updates to filters and sorting in Activities & Delegation.
• hyperlinks added to meetings on the Business Intelligence and Overview dashboards.
• a ‘Likely Division’ field added to the production team in preparation for a financial year rollover automation.

Read: Release Notes - 28 May 2025

Product Updates - 15 May 2025

This product release includes:

• improved accuracy of team capacity calculations by making provision for direct expenses in the Team Summary in the Budget & Capacity plan.
• new custom date range filter on the EBITDA & Writes offs plan and FAB5 dashboard.
• ability to transfer the leadership of a production team to a new Senior Client Manager.
• Production Team user roles now have access to the Activities & Delegation module.

Read: Release Notes - 15 May 2025

Product Updates - 1 May 2025

This product release includes:

• ability to add a default team member to Lead Action Steps.
• ability to drag and drop emails into a lead card in the Lead Pipeline and attachments in meeting agendas in Meetings.
• interim update to task delegation in Activities & Delegation.
• minor updates to the business intelligence board, meeting agendas, and production team chart. We have also added more contextual information in various fields.

Read: Release Notes - 1 May 2025

Product Updates - 17 April 2025

This product release includes:

• expanded the variance analysis tab in Fees to provide more insight into billing and budget trends.
• added the option to apply a growth percentage or growth value to the fee budget in the Budget & Capacity plan.
• minor updates to Policies & Procedures and the Lead Pipeline.

Read: Release Notes - 17 April 2025

Product Updates - 8 April 2025

This product release includes:

• an improvement to the data entry flow in the Fees Won & Lost module. 

Read: Release Notes - 8 April 2025

Product Updates - 3 April 2025

This product release includes:

• users will now define the ‘Allocated Client Managers’ in the Lead Pipeline.
• the prompt to add ‘fees won’ when you win a client in the Lead Pipeline now appears when you edit the lead card or work with leads and prospects from the list view.
• right-click on the view icon to open an item in a new chrome tab.

Read: Release Notes - 3 April 2025 

Product Updates - 20 March 2025

This product release includes:

• the client conversion rate (Sales KPI) in the FAB5 dashboard has been fixed.
• the Overview dashboard for non-executive users has been updated to include meeting agenda to-dos
• Lead Pipeline updates:
  • resolved issue with leads/clients assigned to Assistant Client Managers not appearing in Fees Won & Lost.
  • new filters and fields have been added to the Kanban board and list view.
  • new leads will now include lead action steps as a default.
  • the ability to set a default order for Lead Action Steps in system preferences.

Read: Release Notes - 20 March 2025

Product Updates - 3 March 2025

This product release includes:

• the ability to delete teams from the Budgets & Capacity plan (and connected plans eg. Fees, Lockup etc).
• the ability to link a user profile with an employee profile. This feature applies under Manage Users when a new user is added to the WizeHub before an employee profile is added in People.
• updates to Meetings:
  • permissions and visibility settings has been resolved.
  • the meeting objectives field has been expanded for firms who add detailed objectives. The expanded text field is available once the agenda has been added to the meeting.
  • improved meeting agenda minute taking. Users can now type minutes before they add them to the agenda. Previously, a user had to add a minute and click on edit before they could type the minute notes.
  • permissions have been expanded for various user roles.

Read Releases Notes - 3 March 2025

Product Updates - 20 February 2025

This product release includes:

• an introduction to a Business Intelligence board for Executive users.
• a recommended logo size for your firm logo.
• a loan repayment calculator in the Growth Plan.
• ability to add a user in Manage Users without adding them to People.
• ability to add agenda items to a 'To do' list on the Business Intelligence board.
• log support tickets in app via Support Centre > Request Support.
• access the WizeHub Knowledge Centre in app via Support Centre > WizeHub Knowledge Centre.

Read Release Notes - 20 February 2025

Product Updates - 3 February 2025

This product release includes:

• a minor update to Activities & Delegation.
• ability to lock period dates in the FAB5 dashboard and EBITDA & Writes off plan.
• record number of follow ups in the Lead Pipeline.
• lead notes now include the user who created and modified the notes.
• redesign of Lockup plan.
• ability to copy an agenda item to another Meeting.
• section to add qualifications and notes in the People profile.
• icon is displayed when attachments and links are added to Policies & Procedures.
• a minor update to Task Management.
• improved default filters for active and inactive records.
• ability to set a default division and/or customise division names in the Budget & Capacity plan.

Read Release Notes - 3 February 2025