# Changelog

## October 2025

See what’s new and improved in our October update.

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#### #1 Profile Connections:

See the relationships between partners, introducers, and clients clearly. Profile Connections enable you to link related records, such as a partner profile and the customers they’ve referred through an affiliate program. This gives you a transparent view of how your clients interact and where relationships sit within your ecosystem.

#### #2 Profile Groups&#x20;

Organise client accounts in a way that makes sense for your business. With Profile Groups, you can create separate lists for different types of profiles — for example, Partners (for Introducers and Partner businesses), and Accounts for all clients; or Personal Accounts (Individual or Joint) and Business Accounts (Corporate, Trust, etc.). This makes it easier to view and manage all relationships without extra navigation.
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## September 2025

See what’s new and improved in our September update.

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#### What’s Coming

* Natural Language Data Access: Ask in plain English, get structured, traceable results.
* Instant Reporting: Export directly into Excel or PDF.
* Audit-Ready Outputs: Every answer includes filter logic and traceability.
* Tenant-Aware AI: Understands your data structure and processes, not just keywords.

#### Who It’s For

Compliance, risk, and audit teams looking to:

* Respond to regulatory requests quickly and confidently
* Prepare bank RFIs with clear ownership, remediation, and sanctions data
* Generate audit-ready evidence packs on-demand
* Deliver clean, shareable insights to management and boards
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## August 2025

See what’s new and improved in our August update.

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#### What’s New

Seamless Data Access: Always up-to-date, no manual syncing required.\
Full Control: Retrieve client data, documents, and relationships on-demand.\
Flexible Integration: Built on GraphQL, so you only request the data you need. Fast, structured, precise.

#### Who It’s For

Developers, technical integrators, and teams looking to:

* Pull data into other platforms and tools
* Automate internal processes and operations
* Build custom dashboards or interfaces
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## July 2025

See what’s new and improved in our July update.

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#### Data Infrastructure Migration

This month, we completed data infrastructure migration. This isn’t just another update, it’s a significant architectural upgrade behind the scenes. While you won’t notice immediate changes in your daily use of the platform, this new foundation unlocks powerful new capabilities.

#### Give Us Your Thoughts

We’re building a new way to manage and automate periodic KYC reviews, and we want your input. Share your suggestions by clicking on the button below.

#### Did You Know You Can Export Client Data?

Need client data outside of Trustform? With our Data Export feature, you can download all essential client information, organised by account type, in just a few clicks. Use it to filter, sort, and prepare data for audits, reports, or deeper analysis, all outside TrustForm.To learn more, click here.
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