| 2026
Resolved: Manual Downline Addition to Hierarchy
We resolved an issue that prevented downlines from being added manually; both firms and advisors can now be added to the hierarchy as expected.
| 2026
Resolved: Firelight Owner Type Mapping
We resolved an issue where missing Owner Types prevented you from creating policies. The platform now generates the policy regardless and includes a warning in the XML to simplify tracking and troubleshooting.
New Contract Hierarchy Branches Report Resource
We introduced the Contract Hierarchy Branches resource to reports, enabling users to view an entire downline hierarchy via a single filter. This update moves beyond views limited to direct downlines, providing a straightforward look at all downlines within a single report.
| 2026
Expanded Attachment Support: .msg and .eml Files
Attachments now support files with the .msg and .eml extensions, allowing users to upload email files directly into the system.
Reconciliations - Second Release (Overpayments)
This second release of the Reconciliations feature brings a new layer of financial control to Commission Batches: the overpayment control. Its purpose is to validate that the outgoing payout does not surpass the incoming payout, protecting your organization from unintended overpayments during the reconciliation process. Learn more.
| 2026
Global Search for Firm NPNs Now Available
You can now search for Firms by NPN through the Search Bar.
| 2026
New Columns Added to Commission Batches' Reconciliations
We added the following columns to the Reconciled list view for deeper insight into your data: Commission %, Calculation Type %, Gross %, External %.
| 2026
Improved Hierarchy Flexibility
We improved hierarchy flexibility: advisors can now be added to a hierarchy first and assigned downlines later.
| 2026
Follow-ups Now Visible in HQView
Follow-ups are now visible in HQView, making it easier for agents to stay on top of deadlines.
| 2026
Held Status in Commission Batches
You can now generate payments from held payouts, with full control over which transactions to include. Learn more.