iGrad SaaS Releases

This page indicates features that are available in the production environment of the iGrad SaaS as of the indicated date.

Note that not all available features will apply to all client agreements and service packages. Please contact partnerrequests@igrad.com for inquiries or additional clarification on features of interest.

Release Notes 6-30-2026

• Added registered trademark to mentions of iGrad, Enrich, Ask Earnie, and Your Money Personality on the platform. 
• Misc bug fixes

Release Notes 6-23-2026

• Updates and reorganization of the user dashboard
• Option to add infographic with multiple images and text to one course step
• Misc bug fixes

Release Notes 6-16-2026

• Misc bug fixes

Release Notes 6-09-2026

• New ranked goal step in the financial wellness checkup
• Misc bug fixes

Release Notes 6-02-2026

• Updated cookie policy to include latest in-house and third-party cookie information
• Misc bug fixes

Release Notes 5-26-2026

• Misc bug fixes

Release Notes 5-19-2026

• Misc bug fixes

Release Notes 5-14-2026

• Allow support for multiple sso idps for a client and/or cobrand
• Added delighters to indicate when a user completes a checklist task and has a link back to the checklist
• Misc bug fixes

Release Notes 5-05-2026

• Misc bug fixes

Release Notes 4-28-2026

• Misc bug fixes

Release Notes 4-21-2026

• Alternate cadence option for sweepstake reminder emails (Will send in these months: Feb, May, Aug, Nov)
• Re-added the 'Add to Calendar' button on webinar registration
• Misc bug fixes

Release Notes 4-14-2026

• Performance improvements on Ask Earnie Chatbot
• Misc bug fixes

Release Notes 4-8-2026

• Misc bug fixes
• [Expert Audit Update] Payroll taxes interactive graphic - Updates for current 2026 numbers

Release Notes 3-31-2026

• Misc bug fixes

Release Notes 3-10-2026

• Misc bug fixes

Release Notes 3-3-2026

• [Expert Audit Content Update] - How to Make the Most of Your HSA Interactive Graphic Updates for current 2026 numbers
• Additional checklist item options added 
  • Complete or retake financial wellness checkup
  • Complete or review Money Personality
  • Watch a webinar
  • Listen to a meditation
  • Complete a tool
  • View a landing page
• Misc bug fixes

Release Notes 2-24-2026

• Misc bug fixes

Release Notes 2-17-2026

• Misc bug fixes

Release Notes 2-10-2026

• Added a loading spinner to the meditation player for a better user experience
• Misc bug fixes

Release Notes 2-03-2026

• [Expert Audit Content Update] - How Much Do Your Daily Expenses Cost Over Time? calc updates for current 2026 materials
• Edited Ask Earnie chatbot link text to remove inconsistent capitalization
• Removed appearance of pre-selected filters on scholarship tool to improve user experience
• Misc bug fixes

Release Notes 1-27-2026

• [Expert Audit Content Update] - How insurance safeguards your financial future IG updates for current 2026 materials.
• Improved SSO login button text to be more customizable and consistent
• Misc bug fixes

Release Notes 1-20-2026

• Misc bug fixes

Release Notes 1-13-2026

• Misc bug fixes

Release Notes 1-06-2026

• Misc bug fixes

Release Notes 12-30-2025

• Added new language option - Vietnamese
• Misc bug fixes

Release Notes 12-23-2025

• Misc bug fixes

Release Notes 12-16-2025

• Added incentives awareness tab in the user dashboard to highlight client related incentive tasks
• Misc bug fixes

Release Notes 12-09-2025

• Misc bug fixes

Release Notes 12-02-2025

• Added option to hide address fields from users account settings for PII protection
• Misc bug fixes

Release Notes 11-25-2025

• Misc bug fixes

Release Notes 11-18-2025

• Misc bug fixes

Release Notes 11-11-2025

• Adjusted so that login, signup, and password reset pages use the same footer color as the rest of the site
• Misc bug fixes

Release Notes 11-04-2025

• Add Ask Earnie on/off per country option
• Performance improvements on the user dashboard
• Misc bug fixes

Release Notes 10-28-2025

• Added the trademark symbol to Ask Earnie
• Misc bug fixes

Release Notes 10-21-2025

• Misc bug fixes

Release Notes 10-14-2025

• Allow for larger image sizes for Ask Earnie chatbot icon
• Added translation/non-U.S. functionality to Ask Earnie chatbot

Release Notes 10-07-2025

• Misc bug fixes

Release Notes 09-30-2025

• Updated Webinar registration widget to allow for multiple webinars
• Misc bug fixes

Release Notes 09-23-2025

• Improved performance on the scholarship search tool
• Misc bug fixes

Release Notes 09-16-2025

• Added loading spinners to financial wellness checkup and courses
• Misc bug fixes

Release Notes 09-09-2025

• Misc bug fixes

Release Notes 09-02-2025

• Misc bug fixes

Release Notes 08-26-2025

• Ask Earnie Chatbot: Added real-time message to advise users not to share pii data
• Misc bug fixes

Release Notes 08-19-2025

• Added 529 and Savings Growth calculators to the available tools list
• Misc bug fixes

Release Notes 08-12-2025

• Expert Audit: Average Job Salary Comparison Calculator updated with latest data
• Misc bug fixes

Release Notes 08-05-2025

• Misc bug fixes

Release Notes 07-29-2025

• Ask Earnie Chatbot: Added nightly scrub of sensitive user data
• Misc bug fixes

Release Notes 07-22-2025

• Misc bug fixes

Release Notes 07-15-2025

• Misc bug fixes

Release Notes 07-08-2025

• Call to Action links now open in a new tab
• Added Incognito mode to Ask Earnie, chat logs are unsaved in this mode
• Misc bug fixes

Release Notes 07-01-2025

• Added trademark symbol ® to main text instances of Your Money Personality 
• Misc bug fixes

Release Notes 06-24-2025

• Misc bug fixes

Release Notes 06-17-2025

• Misc bug fixes

Release Notes 06-10-2025

• Misc bug fixes

Release Notes 06-03-2025

• Misc bug fixes

Release Notes 05-27-2025

• Added functionality to allow for multiple webinars to be posted at the same time
• Misc bug fixes

Release Notes 05-20-2025

• Misc bug fixes

Release Notes 05-13-2025

• Misc bug fixes

Release Notes 05-08-2025

• Misc bug fixes

Release Notes 04-29-2025

• Added the Estate Planning Course for International Monthly Themed course task for May
• Misc bug fixes

Release Notes 04-22-2025

• Misc bug fixes

Release Notes 04-15-2025

• Identity Server (Signup/Login Improvements)
• Misc bug fixes

Release Notes 04-08-2025

• No Release

Release Notes 04-01-2025

• No Release

Release Notes 03-25-2025

• Expert Audit update to 'The many faces of identity theft and fraud' Infographic with current data
• Misc bug fixes

Release Notes 03-18-2025

• Misc bug fixes

Release Notes 03-11-2025

• Expert Audit update to 'Banked vs. unbanked population' interactive graphic with current data
• Misc bug fixes

Release Notes 03-04-2025

• Added the option for alternate monthly themed tasks
• Misc bug fixes

Release Notes 02-25-2025

• Misc bug fixes

Release Notes 02-18-2025

• Misc bug fixes

Release Notes 02-11-2025

• Misc bug fixes

Release Notes 02-04-2025

• Misc bug fixes

Release Notes 01-28-2025

• Updated February international task theme to home buying
• Misc bug fixes

Release Notes 01-21-2025

• Misc bug fixes

Release Notes 01-14-2025

• Audit updates to Privacy Policy
• Misc bug fixes

Release Notes 01-07-2025

• Expert audit updates to HSA infographic for 2025 figures
• Misc bug fixes

Release Notes 12-31-2024

• Misc bug fixes

Release Notes 12-26-2024

• Misc bug fixes

Release Notes 12-17-2024

• Removed "Level" from all course UI
• Update "Featured" Courses/Tools to say "Popular"
• Misc bug fixes

Release Notes 12-10-2024

• Added print functionality to several international tools
• Misc bug fixes

Release Notes 11-26-2024

• Improved the Tool and Course Hub designs
• Misc bug fixes

Release Notes 11-19-2024

• Misc bug fixes

Release Notes 11-12-2024

• Ability to add customizable answer on Ask Earnie when no information can be found
• Ability to add custom default landing page after signup
• Misc bug fixes

Release Notes 11-05-2024

• Added the option to turn daily and monthly tasks off
• Added print functionality to several tools
• Misc bug fixes

Release Notes 10-29-2024

• Added ability to have Ask Earnie on or for certain cobrand units
• Custom logo functionality for Ask Earnie
• Change Action Plan Links to Next Steps on courses which takes users to the course completion page
• Re-add get started and call to action links on blocks for logged out home page
• Misc bug fixes

Release Notes 10-22-2024

• Updated international Your Money Personality text to be more applicable
• Misc bug fixes

Release Notes 10-15-2024

• Updated HSA Calculator numbers
• Misc bug fixes

Release Notes 10-08-2024

• Added New Zealand as a Localized country option
• Misc bug fixes

Release Notes 10-01-2024

• Misc bug fixes

Release Notes 09-24-2024

• Improvements to the retake course experience
• Added the global retirement tool to Octobers International themed tasks
• Misc bug fixes

Release Notes 09-17-2024

• Added option for custom name and branding to the Enrich Teams App
• Misc bug fixes

Release Notes 09-10-2024

• Improved the UI for a fully-leveled up user for cobrands with experience points on
• Added an optional Super User panel that fully leveled users can opt into
• Misc bug fixes

Release Notes 09-03-2024

• Added optional tag that can shorten read time on content
• Misc bug fixes

Release Notes 08-27-2024

• Added new linear site theme option
• Misc bug fixes

Release Notes 08-20-2024

• Added optional external sharing on article and video content
• Misc bug fixes

Release Notes 08-13-2024

• Re-added the 'Add to Calendar' option on webinar registration
• Misc bug fixes

Release Notes 08-07-2024

• Updated sweepstakes to collect testimonials on first entry and/or after 90 days
• Misc bug fixes

Release Notes 07-30-2024

• Added a new popup to collect user feedback 
• Misc bug fixes

Release Notes 07-23-2024

• Added an optional completion certificate to checklists 
• Misc bug fixes

Release Notes 07-16-2024

• Expert Audit Update: Tax Filing Statuses Interactive Graphic 
• Misc bug fixes

Release Notes 07-09-2024

• Misc bug fixes

Release Notes 07-02-2024

• Misc bug fixes

Release Notes 06-25-2024

• Misc bug fixes

Release Notes 06-18-2024

• Added a time zone filter to the reports console
• Added a dynamic opt-in option to the signup form
• Added ability to customize the name of 'Ask Earnie'
• Primary email added to account settings
• Misc bug fixes

Release Notes 06-11-2024

• Added option to hide expert contributors' section from the platform
• Misc bug fixes

Release Notes 06-05-2024

• Misc bug fixes

Release Notes 05-28-2024

• Misc bug fixes

Release Notes 05-21-2024

• Added option for AI driven recommendations 
• Misc bug fixes

Release Notes 05-14-2024

• Updated user facing label of checklists to be configurable
• Added two life insurance calculators to the site tools
• Misc bug fixes

Release Notes 05-08-2024

• Misc bug fixes

Release Notes 05-01-2024

• Added the ability to turn content on/off for countries that are not localized
• Added users Your Money Personality data to the Ask Earnie Chatbot responses if they choose to opt-in
• Misc bug fixes

Release Notes 04-23-2024

• Updated International Themed Tasks for May
• Added Country Specific CTA option
• Replaced date of birth across the site with year of birth only
• Misc bug fixes

Release Notes 04-16-2024

• Added the ability to send emails to U.S. users only on an International Cobrand
• Misc bug fixes

Release Notes 04-09-2024

• Added the ability to restrict reports by individual users
• Sunset the Job Search Tool
• Expert audit Paycheck Analyzer updates for 2024
• Misc bug fixes

Release Notes 04-02-2024

• Misc bug fixes

Release Notes 03-26-2024

• Added option to turn streaks off 
• Hid job tool while it is being phased off the site
• Misc bug fixes

Release Notes 03-19-2024

• Misc. updates to areas with low contrast for ADA compliance 
• Misc bug fixes

Release Notes 03-12-2024

• Misc bug fixes

Release Notes 03-05-2024

• Added the ability to filter tags by country
• Updated the budget tool to allow users to delete goals 
• Temporarily replaced Student Loan Analyzer Tool with a landing page indicating it is unavailable at this time
• Expert audit change to the text on the Global Distinguishing Financial Priorities Infographic 
• Misc bug fixes

Release Notes 02-27-2024

• Updated copy on tool/course tasks to 'Learn more about {Topic} by completing or retaking the {tool/course}.'.
• Added Indonesia, Italy, Poland, Qatar, Saudi Arabia, Sweden, Turkey, United Arab Emirates, Ukraine as localized country options.
• Misc bug fixes

Release Notes 02-20-2024

• Added a new infographic for March's international themed task
• Added an international and U.S. Sprouts Sweepstakes On/Off setting
• Misc bug fixes

Release Notes 02-13-2024

• Expert Audit updates to global Money Personality question
• Expert Audit updates to DTI Ratio and Award Letter Analyzer tools
• Added Unit/Cobrand level permission to our Reporting Console 
• Misc bug fixes

Release Notes 02-06-2024

• Expert Audit updates to Retirement Analyzer for 2024
• Misc bug fixes

Release Notes 01-30-2024

• Expert Audit updates to Global ID Theft Tool Question and Start Here Guide Description
• Misc bug fixes

Release Notes 01-23-2024

• Misc bug fixes

Release Notes 01-16-2024

• Misc bug fixes

Release Notes 01-09-2024

• Expert Audit update to Payroll Taxes Infographic rates
• Misc bug fixes

Release Notes 01-02-2024

• Expert Audit to HSA interactive graphic with 2024 figures
• Replaced Monthly Challenge with Sprouts/Coins Sweepstakes 
• Misc bug fixes

Release Notes 12-19-2023

• Misc bug fixes

Release Notes 12-12-2023

• Added Country Level On/Off for Mindfulness Program
• Misc bug fixes

Release Notes 12-05-2023

• Misc bug fixes

Release Notes 11-28-2023

• Added Polish to Human Translated Languages
• Misc bug fixes

Release Notes 11-21-2023

• Misc bug fixes

Release Notes 11-14-2023

• Misc bug fixes

Release Notes 11-07-2023

• Misc bug fixes

Release Notes 10-31-2023

• Added a 'News around the world' section to the global topics page
• Misc bug fixes

Release Notes 10-24-2023

• Added Experience Points (XP) data to Reports Console
• Misc bug fixes

Release Notes 10-17-2023

• Misc bug fixes

Release Notes 10-10-2023

• Misc bug fixes

Release Notes 10-03-2023

• Misc bug fixes

Release Notes 09-26-2023

• Misc bug fixes

Release Notes 09-19-2023

• Misc bug fixes

Release Notes 09-12-2023

• Launched Q2 Integration 
• Added the ability to redirect logged out homepage
• Misc bug fixes

Release Notes 09-05-2023

• Misc bug fixes

Release Notes 08-29-2023

• Added User Feedback to Reports Console
• Misc bug fixes

Release Notes 08-22-2023

• Updated two Global Financial Wellness Checkup questions
• Misc bug fixes

Release Notes 08-15-2023

• Misc bug fixes

Release Notes 08-08-2023

• Updates to Mindfulness Program
• Misc bug fixes

Release Notes 08-01-2023

• Added support for GA4
• Added new Calls to Action 
• Misc bug fixes

Release Notes 07-25-2023

• Misc bug fixes

Release Notes 07-18-2023

• Misc bug fixes
• Updates to 8-Week Money Mindfulness Program

Release Notes 07-11-2023

• Dashboard v2 Updates
• Relaced Search Backend 
• Misc bug fixes

Release Notes 07-04-2023

• Misc bug fixes

Release Notes 06-27-2023

• Added 8-Week Money Mindfulness Program
• Misc bug fixes

Release Notes 06-20-2023

• Added "In the News" block to topics for Globally applicable news articles. 
• Misc bug fixes

Release Notes 06-13-2023

• Misc bug fixes

Release Notes 06-06-2023

• Added User Feedback Component 
• Misc bug fixes

Release Notes 05-30-2023

• Misc bug fixes

Release Notes 05-23-2023

• Audited with up-to-date information: Student Loan Repayment & Average job Salary calculators 
• Added a custom email option after Financial Wellness Checkup completion
• Misc bug fixes

Release Notes 05-16-2023

• Misc bug fixes

Release Notes 05-09-2023

• Added recommended content to the Home and Outlook page
• Audited the Expenses Over Time infographic, adding up to date information
• Misc bug fixes

Release Notes 05-02-2023

• Misc bug fixes

Release Notes 04-25-2023

• Misc bug fixes

Release Notes 04-18-2023

• Misc bug fixes

Release Notes 04-11-2023

• Misc bug fixes

Release Notes 04-04-2023

• Misc bug fixes
• Updated Mortgage Tool and Property Tax Rates
• Launched Italian and Hungarian
• Added an A.I. powered Q&A feature called "Ask Earnie"

Release Notes 03-28-2023

• Misc bug fixes
• Audited the Credit Card Use Across Generations infographic, adding up to date information
• Updated the Your Money Personality analysis 

Release Notes 03-21-2023

• New journal prompts added to journal hub and stress score recommendations
• Added ability for clients to customize Money Personality, Stress, and Credit landing page images 
• Audited the Retirement Analyzer tool, adding up to date information 
• Misc bug fixes

Release Notes 03-14-2023

• Misc bug fixes

Release Notes 03-07-2023

• Removed infinite scroll on articles
• Misc bug fixes

Release Notes 02-28-2023

• Dashboard re-design v1
• International mindfulness
• Misc bug fixes

Release Notes 02-21-2023

• Misc bug fixes

Release Notes 02-14-2023

• Misc bug fixes

Release Notes 02-07-2023

• Misc bug fixes

Release Notes 01-31-2023

• Added new journal prompts
• Added a tax course
• Misc bug fixes

Release Notes 01-24-2023

• Added pronouns and preferred names to account settings
• Added Spanish as a CC option on videos for all cobrands 
• Misc bug fixes

Release Notes 01-17-2023

• Misc bug fixes

Release Notes 01-10-2023

• Added Closed Captions in all Cobrand languages
• Action Plan re-design
• Misc bug fixes

Release Notes 01-03-2023

• Misc bug fixes

Release Notes 12-27-2022

• Misc bug fixes

Release Notes 12-20-2022

• Misc bug fixes

Release Notes 12-13-2022

• Misc bug fixes

Release Notes 12-06-2022

• Misc bug fixes

Release Notes 11-29-2022

• Misc bug fixes

Release Notes 11-22-2022

• Turned Start Here Guides on for International Cobrands
• Misc bug fixes

Release Notes 11-15-2022

• Misc bug fixes

Release Notes 11-08-2022

• Misc bug fixes

Release Notes 11-01-2022

• Misc bug fixes

Release Notes 10-25-2022

• Misc bug fixes

Release Notes 10-18-2022

• Misc bug fixes

Release Notes 10-11-2022

• Misc bug fixes

Release Notes 10-04-2022

• Misc bug fixes

Release Notes 09-27-2022

• Misc bug fixes

Release Notes 09-20-2022

• Update Canvas integration to allow 'completion' grades
• Misc bug fixes

Release Notes 09-13-2022

• Updated course completion certificate
• Misc bug fixes

Release Notes 09-06-2022

• Updated search logic
• Misc bug fixes

Release Notes 08-30-2022

• Updates to new navigation
• Misc bug fixes

Release Notes 08-23-2022

• New streamlined navigation
• Mindfulness hub misc. u.i. updates
• Improved credit report/score enrollment
• Added support for Haitian Creole
• Misc bug fixes

Release Notes 08-16-2022

• Updates to Paycheck Analyzer tool
• Added report for new Stress Evaluation feature
• Misc bug fixes

Release Notes 08-09-2022

• Added ability to support multiple cobrands per user
• Misc bug fixes

Release Notes 08-02-2022

• New Language - Korean
• Misc bug fixes

Release Notes 07-26-2022

• Canvas LTI Assignment Integration
• Configurable Tools Promo Panel
• Misc bug fixes

Release Notes 07-19-2022

• Misc bug fixes

Release Notes 07-12-2022

• Misc bug fixes

Release Notes 07-05-2022

• Initial Version of Stress Evaluation Feature
• Misc bug fixes

Release Notes 06-28-2022

• Misc bug fixes

Release Notes 06-21-2022

• Misc bug fixes

Release Notes 06-14-2022

• Misc bug fixes

Release Notes 06-07-2022

• Misc bug fixes

Release Notes 05-31-2022

• Misc bug fixes

Release Notes 05-24-2022

• Misc bug fixes

Release Notes 05-17-2022

• Misc bug fixes

Release Notes 05-10-2022

• Money Mindfulness Feature
• Misc bug fixes

Release Notes 05-03-2022

• Misc bug fixes

Release Notes 04-26-2022

• 529 Tool updates
• Emergency Fund Tool improvements
• Misc bug fixes

Release Notes 04-19-2022

• Misc bug fixes

Release Notes 04-12-2022

• Misc bug fixes

Release Notes 04-05-2022

• Redesigned Homepage and Hubs Pages
• Improved Search Results
• Added support for German, Dutch and Hindi
• Misc bug fixes

Release Notes 03-29-2022

• Misc bug fixes

Release Notes 03-22-2022

• Misc bug fixes

Release Notes 03-15-2022

• Retired Financial Literacy Health meter
• Added Credit Tool unenroll feature to dashboard settings and Credit Widget
• Misc bug fixes

Release Notes 03-08-2022

• Improved course search
• Updated paycheck analyzer tool
• Misc bug fixes

Release Notes 03-01-2022

• Updated Payroll Tax Tool
• Misc bug fixes

Release Notes 02-22-2022

• Misc bug fixes

Release Notes 02-15-2022

• Misc bug fixes

Release Notes 02-08-2022

• Misc bug fixes

Release Notes 02-01-2022

• Credit History Graph UI update
• Misc bug fixes

Release Notes 01-25-2022

• Course and Tools Hub UI redesign
• Misc bug fixes