November, 2025
Summary
This release introduces navigation and template enhancements for Financial Services Edition, smarter identification of internal teammates in the Outlook add-in, and improvements that reduce friction across daily workflows. Advisors and teams benefit from simpler navigation, clearer context in Outlook, and faster data import setup through automated field mapping. These updates help users work more efficiently and maintain cleaner, more accurate data.
New Features
Grouped Icon Navigation
Edition: Financial Services Edition
Area: Web
Description
What’s new
Icons in the left navigation bar can now be organized into groups for easier discovery and navigation. When grouped, icons can be toggled on or off but cannot be reordered. To disable grouping, go to Personal Preferences > Customize Icon Bar. When grouping is off, you can toggle icons and reorder them freely.
Why it matters
Grouping related icons together makes them easier to discover and helps new users navigate the product more easily.
How It Works
New FSE customers will see icons grouped by default and can turn grouping off. Existing customers will see their icons ungrouped and can turn grouping on to try the new navigation style.
Go to Preferences > Personal Preferences > Customize Icon Bar.
Open the Icon Bar Properties dialog.
Toggle Grouping On/Off based on your preferred navigation style.
Reorder icons and hide/show integrations such as FA Intelligence or SendGrid Campaigns.
Updated FSE Template
Edition: Financial Services Edition
Area: Web
Description
What’s new
The Accounts module has been renamed to Opportunities to better reflect how advisors track growth activities, such as new insurance or investment opportunities. This change affects both new and existing customers without altering data or functionality.
The updated template hides the Client Service and Campaigns (Classic) modules by default, while keeping core tabs – Details, Timeline, and Contacts – visible. Users can enable additional tabs, like Notes and Documents, at any time.
Two new built-in interaction types are also available: Meeting – In Person and Meeting – Virtual.
Why it matters
The updated naming and default layout align with the typical workflow of financial advisory teams, helping new users understand where to track opportunities and reducing clutter.
How It Works
Open the Opportunities module (formerly Accounts) from the sidebar.
Review visible tabs such as Details, Timeline, and Contacts.
Enable additional tabs – Notes, Documents, etc. – based on your team’s workflow.
Log interactions using the new “Meeting – In Person” and “Meeting – Virtual” types.
Outlook Add-In – Team Member Identification
Edition: Financial Services Edition / Sales Leader Edition / Base Edition
Area: Outlook
Description
What’s new
The Outlook add-in now labels senders and recipients who share your organizational email domain as Team members. This includes anyone within your company who appears in an email thread inside the add-in.
Why it matters
Previously, internal colleagues were indistinguishable from external contacts, making it harder to quickly understand who is part of your team. The new label reduces misclassification and improves clarity when associating emails with CRM records.
How It Works
When an email loads, the add-in compares each participant’s email domain to your mailbox domain.
If the domain matches and is not a consumer domain (e.g., gmail.com) – the participant is marked as a Team member.
The label appears wherever participants are displayed in the add-in.
Plug & Play Integration (iAPW)
Edition: Financial Services Edition
Area: Web
What’s new?
The latest release of the Plug & Play integration brings comprehensive data sync controls and enhanced security rule configuration for iAPW users. Key improvements include new Import Rules for onboarding data, enhanced Rep Code access mapping, and a more intuitive setup process within the Maximizer App Directory.
Why it matters?
These updates give advisor teams greater control over how client and account data from iAPW is brought into Maximizer. The features help prevent unwanted data overwrites or duplicates, offer precise user/group-based access using Rep Codes, and ensure sensitive client information remains protected, meeting both privacy needs and day-to-day workflow realities.
How It Works
Step 1: Install the Plug & Play integration through the Maximizer App Directory.
Step 2: Configure Import Rules to decide exactly how new and existing client data is created or updated in your CRM—choose whether to import new records, update existing ones, or restrict to account-only updates.
Step 3: Map key fields from iAPW (such as SIN Number and Date of Birth) to the appropriate fields in Maximizer. This ensures data is matched and synchronized accurately, reducing the risk of duplicates or misaligned records.
Step 4: Set up Rep Code mappings and security permissions, specifying which advisors or teams have access to which client and account data (Public, Private, or Security Group).
OpenAPI Integration (Investia)
Edition: Financial Services Edition
Area: Web
What’s new?
The latest release of the OpenAPI integration brings comprehensive data sync controls and enhanced security rule configuration for Investia users. Key improvements include new Import Rules for onboarding data, enhanced Rep Code access mapping, and a more intuitive setup process within the Maximizer App Directory.
Why it matters?
These updates give advisor teams greater control over how client and account data from Investia is brought into Maximizer. The features help prevent unwanted data overwrites or duplicates, offer precise user/group-based access using Rep Codes, and ensure sensitive client information remains protected, meeting both privacy needs and day-to-day workflow realities.
How It Works
Step 1: Install the OpenAPI integration through the Maximizer App Directory.
Step 2: Configure Import Rules to decide exactly how new and existing client data is created or updated in your CRM—choose whether to import new records, update existing ones, or restrict to account-only updates.Step 3: Map key fields from Investia OpenAPI (such as SIN Number and Date of Birth) to the appropriate fields in Maximizer. This ensures data is matched and synchronized accurately, reducing the risk of duplicates or misaligned records.
Step 4: Set up Rep Code mappings and security permissions, specifying which advisors or teams have access to which client and account data (Public, Private, or Security Group).
Improvements
IQ Boost – Ask Any Question
Edition: Financial Services Edition
Area: Web
Description
What has changed?
You can now ask questions directly in the IQ Boost pop-up without clicking a button to initiate input. Built-in prompts help guide new users, and the feature remembers your recent questions for faster follow-up queries.
Why it matters / What problem it solves:
Advisors can get insights more quickly without repetitive typing or extra steps, making IQ Boost more intuitive and time-efficient during client or sales workflows.
How It Works
Open the IQ Boost panel.
Type your question directly into the text field.
Select from suggested questions or reuse recent queries as needed.
Data Import – Fuzzy Field Mapping
Edition: Financial Services Edition / Sales Leader Edition / Base Edition
Area: Web
Description
What has changed
The Import tool now uses fuzzy matching to automatically suggest the best mapping between your import file headers and Maximizer fields. It evaluates similarity, recognized aliases, and data patterns to propose intelligent mappings across both System Fields and Custom Fields.
Why it matters
Manual field matching was time-consuming and prone to errors when column names didn’t exactly match Maximizer field labels. The new fuzzy engine reduces setup time, improves accuracy, and accelerates onboarding of new data sources.
How It Works
Go to Import > File Import and upload your file.
Maximizer detects column headers and generates suggested field mappings using fuzzy logic.
Review the suggestions, accept or adjust as needed, and continue with the import.
If you need assistance, contact support@maximizer.com.