​Precision & Efficiency: Contribution entries now support three-decimal precision for complex security gifts.
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Stronger Bulk Uploads: Bulk upload flows for security contributions have improved validation and all Vident ADRs have been added to the database.
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Smarter Giving Navigation: Favorites is accessible directly from the donor homepage for one-click access to preferred charities.
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Philanthropic Impact View: Replaces Suggested Causes and links directly to Recent Transactions for a clearer, data-driven view of giving.
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Enhanced Investment Management: Allocation adjustments for pooled funds are faster and more intuitive within Manage Investments.
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Streamlined Invitations: A new Delete Invitation option simplifies household and advisor management.
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Unified Advisor Access: Advisor logins and contact cards now reside on bluetrust.com for a consistent, secure experience.
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Modernized Payments Display: Real-time visibility into ACH and payment statuses across grants.
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Accelerated ACH Timelines: Grants now clear and deliver an average of 1.3 days faster, with total processing averaging about 5.6 days.
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Scheduled Giving Insights: Next scheduled dates and statuses update automatically for better planning.
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Dynamic Data Access: Download from Recent Transactions to export, filter, and analyze client activity.

Search Transactions: ability to search across the description field of all transactions, which allows for quick filtering by donor, charity name, contribution type, etc.
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Expanded Transaction Details: Transaction cards now include fund tickers, end dates, and key metadata.
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Custom Charity Experience: Organization logos and images are customizable via donor-level upload.
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Advisor Dashboard Upgrade: Common actions such as View Transactions are redesigned for speed and clarity.
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Improved Client Search & Sorting: Quick search plus refined sorting in Manage Clients for faster access to donor information.
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Charity Details Enhancement: The Charity Details card from Explore or Favorites shows Year-to-Date and Lifetime Grant Totals.
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Express Giving: visibility into payment method (ACH express giving or checks sent by mail) and the ability to request to have a charity setup to receive ACH payments.
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Simplified Grant Notes: update to the grant note options to reflect a drop down selection under Reason for Giving, with the option to add a custom note, or, use fully completed grant note options (these pre-written notes will also be auto-approved, cutting one day off of grant processing times. All custom notes do require a brief review per IRS guidelines):
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Contingent Successor: adding the ability for a DAF to have a contingent successor that assume ownership of the DAF should both the primary account owner and any successors become incapacitated at the same time.
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Editing DAF name: Adding the ability to edit the DAF/Fund name within the recent transactions section of the platform.

Family Detail Cards: users can click into any family member on the family tree to view their historical grant activity and which causes they support most actively.

Edit / Cancel Grants & Contributions: users can now cancel or edit grants that are pending as well as cancel contributions that have not yet begun processing.

Improved Email Templates: visual improvements to white-labeled email templates with more detailed instructions and more frequent updates to keep users informed during all key moments of the grant and contribution lifecycle.

Real-time Metric Updates: aggregated summary-level metrics (fund balance, pending grants & contributions, etc.) and the Recent Transactions table are now updated immediately upon submission of a grant or contribution to reflect money in motion.
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