What’s new
at Appius.

From a question to an action you can inspect

When you’re ready to make a supported change, Archimedes can prepare it in the conversation. That includes supported trades, order changes or cancellations, and material changes to instructions.

Before you approve, a review screen shows the exact action and the account it applies to, including whether it is paper or live. You can decline or close the screen. Saying yes in chat does not approve the action.

A little more breathing room on iPhone

The latest iOS beta also gives your CIO home a more compact layout. Your brief starts collapsed and expands when you want the detail. Activity rows are simpler, and tap targets are larger.

You can start by asking about a holding or a previous idea, then follow the conversation wherever you need more explanation.

Keep the timeframe with the investment case

The investment team already has support for carrying an expected holding horizon through its reviews. Validation can revise it, and later specialists can consider it alongside your Plan and portfolio. When the position is reviewed again, the original horizon provides context for how long you’ve held it.

The view we’re developing makes the distinctions easier to follow: how long the idea may need, when it deserves another review, and when the recommendation itself expires. If timing information is missing, it stays unspecified.

Come back to the discussion

Your earlier conversations are saved, so you can return to them and ask Archimedes to recall relevant context. If a connection drops while an answer is being prepared, the saved conversation gives you a way to recover it when you return.

This beta also brings Deep Dive and scheduled research findings into the native app. Portfolio exits and cancelled orders have clearer presentation, alongside improvements to navigation and the investment division screens.

Give your team the context you have

You can leave a brief on a position and pin a holding for priority review within your account’s allowance. Supported response settings let you tell the desk whether an issue should prompt a proposed action, a review, or a flag. The position’s review record shows which guidance the desk applied.

Portfolio monitoring also brings supported Plan exceptions into the review, including concentration, allocation limits, restricted holdings, and cash floors. An alert draws attention to an issue; it does not take action on its own.

A more dependable review

In September, we improved how the Portfolio Manager handles interrupted or incomplete reviews. It can retain completed work when retrying the same review, and it stops short of proposing where to put your money if the review is incomplete.

What to look for when you connect

Check the capability label on your broker connection. A read-only connection can provide holdings and account information, while a trade-ready connection may support in-app orders.

The first review still depends on your account being ready and the necessary data being available. You can review your Plan and connection permissions as you get set up.

Give the question somewhere to go

Start with the business or investment question you want to investigate. The findings give you material to examine before deciding whether an idea deserves more attention.

A finding can also fall outside your current Plan. It remains information for you to consider, so you can explore a question without treating the result as an instruction to trade.

Bring your income preferences into the review

Set income preferences for the account assigned to your Dividend division, including your reinvestment preference. The account context helps you examine an income idea alongside the holdings it would sit with.

The updated account view also distinguishes staged activity and order status from completed execution. That makes it easier to check where a proposed action stands.