What's new

What's new in SignalWealth

New features, improvements and fixes, release by release. Every update is tried out in a separate test copy first, then checked before it reaches your workspace.

October 20, 2026Version 2026.10.20-2

Put your CRM, client portal and blog on your own domain

New

  • Settings → Domain: set up your own addresses yourself, like crm.yourfirm.com, clients.yourfirm.com or insights.yourfirm.com. Pick the first part, add one DNS record, and the address goes live by itself with a secure certificate.
  • Settings shows where each address stands: waiting for DNS, being set up, or live, with the exact record to add if something's missing.

Improved

  • On-camera videos: a new "Add an AI disclosure" checkbox lets you decide whether a video's description and post say it uses an AI-generated likeness and voice. It's off unless you tick it, and we recommend it. YouTube is still told about AI-generated content, as YouTube requires.
  • Your SignalWealth address keeps working alongside your own, so links you've already shared never break.
October 20, 2026Version 2026.10.20-1

Your AI assistant can now build in your CRM

New

  • AI connector: connect ChatGPT, Claude or any AI assistant that supports MCP connectors to your CRM and ask it for a lead form, a follow-up automation, an email template or a newsletter draft. It builds them with your own data and saves everything switched off for you to review.
  • Look-up access is included with every plan. Building is a $29/month add-on, included with Signature, and you add or remove it yourself in Settings → Connections.

Improved

  • Every update is now tried out in a separate test copy of the CRM and checked before it reaches your workspace.