April 20, 2026 — Concierge, Vault, and shared accounts.

• Concierge. A personal AI assistant with direct access to your accounts, transactions, and holdings. Ask anything in plain English. Get answers from your real numbers, including market summaries about your portfolio — not generic headlines.
• Invite your partner. Share your Brisa account with the person you share a financial life with. One picture, one conversation, one plan.
• Vault. A secure place for tax returns, statements, and important documents. Uploaded docs become context Concierge can read and use.
• Redesigned. A cleaner, calmer interface across the app — built around the conversation with Concierge.

Version 3.0.0 (Release Date: 2025-10-7)

• Advanced retirement settings that allow you to enjoy granular assumptions and projections.
• Real estate mortgage or financing
• Improved accessibility and contrast for better readability
• Cleaner linked account displays
• Faster syncing and navigation across your dashboard
• Quicker manual account inputs with a refreshed balance section

Version 2.0.5 (Release Date: 2025-01-12)

New Features and Improvements:

• Authenticate using sign in links, passkeys, password, phone number and the following OAuth providers:
  • Google
  • Apple (Coming soon)
  • Microsoft (Coming soon)

Bug Fixes and Optimizations:

• Bug fixes

UI/UX Improvements:

• UI/UX improvements
• New Manage Account interface