Vendor Marketplace

The first version of Vendor Marketplace has been launched. The vendors have not been populated yet. We are working hard to organize and vet all your recommendations. While we work, if you’d like to recommend a vendor to the Marketplace

Support Desk

The new self-service Support Desk feature has been launched. It allows users to search for their questions, watch video tutorials, or read through the explanation. This feature has been launched for PYB Firms and Advisors/Consultants. 

Goals, Segmenting Access By User

This feature upgrade allows owners to block user visibility to Company Goals, Health & Value.

Roadmaps

Roadmaps have received significant updates to their visual presentation and functionality.

Next Steps In Meeting Agenda

The last element of the meeting, Next Steps, has been updated to reflect the meeting topic changes.

Health and Value Tool Now On Propel Your Business

(For Advisors) The Health and Value links and Dashboard have been moved to the Propel Your Business site. Video walk through here.