Release Date: April 25, 2026
Summary
The April 2026 release expands Maximizer's financial services capabilities with a new Insurance Suite, an Investment Module Dashboard, and workflow automation — giving advisors a more complete view of their book of business and the tools to manage it consistently. This release also brings AI-powered Timeline summaries to the Outlook add-in, improved document handling in the Timeline, and extended calendar sync options.
New Features
Insurance Suite
Edition: Financial Services Edition + Area: Web
What's new
Maximizer now includes an Insurance Suite that enables advisors to bring insurance data into the platform via manual file upload. Uploaded carrier or MGA files are processed through a new Insurance upload experience and used to populate insurance policy, coverage, and client-role records. This powers a new Insurance Dashboard and the ability to search contacts and households using insurance fields from the new Insurance data model.
Why it matters
Centralizing insurance data in Maximizer makes it faster to review a book of business, identify priority households, and find clients based on policy details — reducing manual tracking in spreadsheets and improving servicing and follow-up workflows.
How it works
- Navigate to the Insurance area and upload your carrier or MGA file using the appropriate option (e.g., MGAs or Other Insurance Carriers)
- Maximizer imports the file into the new Insurance data model to standardize policy, coverage, and client or household records
- Open the Insurance Dashboard to view key metrics and household rollups, and use Search to find contacts or households by carrier, policy type, status, premium, or renewal date
Data Import Screen
Insurance Dashboard
Search Contacts by Insurance fields
Investment Module Dashboard
Edition: Financial Services Edition + Area: Web
What's new
The Investment Module now includes an interactive dashboard that gives advisors a consolidated view of client portfolio data directly within Maximizer. Charts and account-level metrics are clickable, allowing you to drill into individual household portfolios without leaving the module. Access the dashboard from the Investments section in the left navigation pane.
Why it matters
Advisors can review investment data and explore client portfolios in one place, reducing the need to switch between systems and making it faster to prepare for reviews and identify opportunities.
How it works
Access the Investments module from the left navigation pane.
Browse the interactive charts and account-level metrics on the dashboard.
Click on any chart or account to drill into the household's portfolio for more detail.
Search Investments and Insurance in the Contact List
Edition: Financial Services Edition + Area: Web
What's new
You can now search for clients, households, or accounts in Maximizer using investment data such as securities, symbols, or holdings, as well as insurance fields such as carrier, policy type, and renewal date. Both search types are accessible directly from the Contact List and return matching results across clients and households.
Why it matters
Finding clients by investment or insurance criteria removes the need for manual lists or external tools when running portfolio reviews, renewal outreach, or targeted communications — making it faster to identify the right clients for the right conversation.
How it works
In the Contact List, use the Search bar and select the appropriate search type (Search by Investments or Search by Insurance).
Enter your criteria such as security symbol, carrier name, or policy status.
Maximizer returns all matching clients, households, or accounts based on the selected data points.
Workflows and Task Automation
Edition: Financial Services Edition + and Business+ Area: Web
What's new
Maximizer now supports workflow templates and task automation, letting you build reusable sequences of tasks for processes like KYC reviews, insurance renewals, and new client onboarding. You can choose from simple (sequential or non-sequential) or staged workflows, assign tasks to specific users or to merge fields such as Account Manager, and monitor every active workflow from a dedicated Workflows screen with metrics, client cards, and planning widgets. Workflows can also run on autopilot — triggered by date fields and conditions, branching into follow-up workflows based on outcomes, and updating fields automatically when complete.
Why it matters
Standardizing team processes in Maximizer helps ensure compliance and consistency across every client relationship, so nothing falls through the cracks. Automation removes the manual work of starting recurring reviews, chasing task completion, and updating key dates — giving advisors and their assistants more time to focus on clients.
How it works
Go to the Workflows screen from the left navigation pane.
Create a new workflow template, selecting Simple or Staged, and define your task sequence and assignments.
Set automation triggers, conditions, and branching logic as needed.
Activate the workflow to begin tracking progress — monitor all active workflows from the Workflows screen.
AI Timeline Summaries in Maximizer for Outlook
Edition: All Editions Area: Outlook
What's new
AI-powered Timeline summaries are now available in the Maximizer CRM for Outlook add-in. Users can generate concise summaries of client interactions directly within Outlook by clicking the AI Timeline Summary icon in the Timeline tab. Summaries respect existing Timeline filters such as interaction types and users, and include options to adjust the date range, regenerate results, copy the output, and submit feedback.
Why it matters
Advisors can quickly understand key client activities and history before a call or meeting without manually reviewing multiple interactions — improving preparation, reducing context-switching, and keeping the Outlook experience consistent with AI features in the main Maximizer application.
How it works
- In the Outlook add-in, open an entry under "In Maximizer" and navigate to the Timeline tab.
- Click the AI Timeline Summary icon to generate a summary.
- Adjust the date range or filters as needed, then click Summarize to regenerate.
- Copy the summary for further use, or provide feedback using the thumbs up or thumbs down options.
Improvements
Document Preview in the Timeline
Edition: All Editions Area: Web
What has changed
Documents in the Timeline now open in an in-app preview window instead of downloading automatically. PDF, JPEG, and PNG files can be viewed directly within Maximizer, with options to zoom, print, or download. For unsupported file formats, a message is shown with the option to download the file. Quick downloads remain available via the dropdown menu on the document entry.
Why it matters
This reduces unnecessary downloads and allows users to quickly access and review documents without interrupting their workflow.
Search Entries by User-Defined Fields in Quick Search
Edition: All Editions Area: Web
What has changed
Quick Search now returns entries with matching values in user-defined fields across the Address Book, Opportunities, Customer Service, and Leads modules. When searching by user-defined field, Quick Search hints and autocomplete suggestions are not displayed.
Why it matters
Teams that use custom fields to capture client-specific data can now locate records directly from Quick Search, without needing to navigate to individual modules or build a separate search.
Maximizer CRM for Outlook: Calendar Sync Custom Ranges
Edition: All Editions Area: Outlook
What has changed
Outlook Calendar Sync now supports a configurable sync-ahead window of up to 365 days into the future. Users can select from predefined ranges of 30, 90, 180, or 365 days via the Calendar tab in Data Sync Settings. This capability is currently available on request — contact Maximizer Support at support@maximizer.com to enable it. All calendar events under existing sync rules are included, with consistent handling of event creation, updates, and deletions across the extended range.
Why it matters
Users gain greater visibility into long-term schedules, ensuring future appointments are always synced and accessible in Maximizer. This is particularly useful for teams managing longer planning cycles or annual review schedules.
How it works
- In the Maximizer CRM for Outlook add-in, click the top-right menu and select Data Sync Settings.
- Select Sync History, then open the Calendar tab.
- Use the time range dropdown to select your desired sync window (30, 90, 180, or 365 days).
If you need assistance, contact support@maximizer.com.