Flowtly update: Enhanced Client Data Management and Faster Subscription Setup Access (2026-03-22)
What changed
This Flowtly release brings valuable updates to improve data quality and user experience. We've introduced a streamlined process for merging duplicate client records during counterparty consolidation, ensuring cleaner and more accurate data. Additionally, users can now access the subscription wizard sooner, allowing for quicker setup and a smoother onboarding journey without delays.
Related update streams
Streamlined Counterparty Management with Duplicate Client Merging
We've enhanced counterparty management features to improve data accuracy and reduce manual effort. You can now automatically merge duplicate client records when consolidating counterparties, ensuring a single, authoritative view of your client data. This update significantly helps maintain data integrity across your platform by eliminating redundancy.
- Automatically merge duplicate client records when consolidating counterparties.
- Improve data accuracy and integrity by eliminating redundant client entries.
- Reduce manual data cleanup tasks, saving time and operational effort.
- Ensure a consistent and accurate single source of truth for all client information.
Expedited Subscription Setup and Smoother Onboarding Experience
To accelerate your initial setup and improve user experience, we've updated the subscription onboarding process. Users can now access the subscription wizard immediately upon login, even if organizational roles haven't fully synchronized. This change eliminates waiting times, allowing you to configure subscriptions without delay and get started faster.
- Gain immediate access to the subscription setup wizard upon initial login.
- Start configuring your subscriptions without waiting for full system synchronization.
- Experience a smoother and faster onboarding journey for new users.
- Reduce friction and delays during the critical initial subscription setup phase.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
Moderation note
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