September 30, 2025 Release Notes

Executive Summary -> Accounts in Portfolio: New filters plus the ability to toggle org count vs relationship (i.e. parent) count
Relationship Manager Filter: new filter on Compliance and Market Analysis tabs to quickly filter down to the relationship manager level
Licenses Tab: a brand new tab to show all the licenses in your portfolio, as well as licenses associated with orgs that you are not currently tracking (ex. you have a CRB with 2 dispensary licenses, but only 1 license has been uploaded to your org). We’re also including a market map of all licenses that are not currently banked by a GC FI.
Conversion Report: a live, interactive report for implementation progress that can be accessed from the Compliance tab (also includes the relationship manager filter)

“Filed On” column is now visible in the Completed and Exported tabs to improve auditability and reconciliation.
The filing modal now includes a brief note and helpful link for additional context.

File Upload component updated for more reliable large uploads.
Monitoring Review dashboards. Filters now correctly drive Total Sales & Deposits chart outputs.
Transaction Timeline. Bubble placement/interaction logic refined for clearer analysis.
IndicaOnline integration. Transactions with multiple payment types now categorize accurately.
Internal pipeline logging and sequencing improvements to bolster data quality.

Removed duplicate success notifications after manual re-ingestion.
Addressed timezone edge cases and specific ingestion failures (including certain Blaze orgs).