October 2023 - Advanced Dashboard

Welcome to your platform update for October 2023.

All Advisor Partners

- Minor Improvements to 2FA experience, resend code and forgot password experience.

- Upgraded Login Page design for forgot password and all other scenarios

For Advisor Partner Plus / Enterprise Only

- Only Partner Plus can access Block Insights, Lead Generation and Leads Dashboard

- When adding a new group, even without a benefits plan, the benchmarking dashboard is automatically unlocked letting you use it instantly with a new prospect opportunity.

Provider Partners

- 2FA added for all Provider Partner logins