We’re excited to announce a wave of usability and security enhancements is now live. We understand that it is a busy season for many of you, so we’re focused on core usability and security changes.
Jump to FAQsHere’s what to expect:
We take protecting client data seriously and this change mitigates the risk of client data exposure.
Client Communication
We added messaging to the client portal, informing them of the changes. View client web changes below:
Custom-branded login pages are included in this release. If you haven’t spoken to us about your login page, please contact us at support@liscio.me.
Bookmarks will automatically redirect to the proper page.
Both firm users and clients will see the custom-branded login pages are included in this release. If you haven't spoken to us about your login page, please contact us at support@liscio.me.
We have prioritized the client-side to provide your clients the best possible experience. We are evaluating updating the firm-side design as well to incorporate custom branding, but will not tackle this until we complete a few other highly requested features.
Yes, firm users can log in using their unique Liscio URL but will be redirected to firm.liscio.me.
Clients will see full custom branding throughout the app by the end of March.