What's New at Planify: July 2024
Aug 18, 2024
Planify is excited to announce a series of new features and updates designed to enhance the investment journey for our users, including investors, founders, channel partners, and sourcing partners. These updates aim to provide a seamless and more intuitive experience, ensuring that every stakeholder can navigate the platform with ease and efficiency.
1. New Login Sign-Up - Web/Mweb
Release Date: 27th July 2024
Version: 1.1
Platform: Website and Mobile Web
Impact
External Stakeholders: All users
Description
Purpose: The new login and sign-up feature is designed to enhance the user experience by simplifying the process of signing up or logging in. The improved interface is more intuitive, making it easier and faster for users to access their accounts and get started on the platform.
2. Planify-Crawler Assigned to Screen
Release Date: 27th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Analysts, Administrators
Description
Purpose: This feature allows administrators to assign specific stocks to analysts, enabling them to manage news and updates related to their assigned stocks. This streamlined process helps in better organizing and distributing work among analysts.
3. Ratings Dashboard and Modal
Release Date: 27th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Platform Users
Description
Purpose: The Ratings Dashboard provides a comprehensive overview of the ratings received for the platform, allowing for detailed analysis and insights. The Ratings Modal prompts users to provide ratings and feedback on areas for improvement, helping the platform to enhance user satisfaction and experience.
4. Investor Risk Modal
Release Date: 20th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Investors
Description
Purpose: The Investor Risk Modal offers detailed information on the risks associated with investing in unlisted IPOs. It outlines various risks, including market, business, liquidity, and financial risks, providing investors with crucial insights to make informed decisions.
5. Sell Recommendation - Tradebook/Waitlist/Bidlist/Orderbook Filter/Assigned To
Release Date: 13th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Investors, Analysts
Description
Purpose: This update introduces new tabs, including Tradebook, Waitlist, and Bidlist, to the Sell Recommendation section. Additionally, an Orderbook filter and an "Assigned To" column have been added, enhancing the functionality and organization of sell recommendations.
6. Triggers - Signup, Sell Recommendation, Subscription Purchase Success
Release Date: 13th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Platform Users
Description
Purpose: Introduced triggers for various actions, including signup, sell recommendations, and subscription purchase success. These triggers can be sent to the relevant user groups, ensuring timely communication and engagement based on specific user actions and events.
7. Video Shorts Update
Release Date: 13th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Investors
Description
Purpose: This update introduces a new feature where short videos about startups are now locked. Investors are required to subscribe before they can access and view these videos. This feature aims to enhance content exclusivity and encourage subscriptions.
8. Newsletter Check/Uncheck
Release Date: 13th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: All Users
Description
Purpose: This feature introduces a check/uncheck option that allows admin to customize the content they want to send. This aims to provide a more personalized and relevant newsletter experience.
9. Masterclass Subscription
Release Date: 13th July 2024
Version: 1.1
Platform: Mobile App
Impact
External Stakeholders: Users
Description
Purpose: This feature introduces a subscription requirement for enrolling in Masterclasses via the mobile app. Users must now purchase a subscription to access Masterclasses.
10. Research Report Generative AI
Release Date: 6th July 2024
Version: 1.1
Platform: Website
Impact
External Stakeholders: Users, SEO Specialists
Description
Purpose: This update incorporates content generated by generative AI, specifically using Google Bard, into research reports. The aim is to enhance the quality and relevance of the content, thereby improving the SEO and ranking of the website pages.