What's New at Planify: July 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.