In April, we introduced a new layout. Today, we’re releasing our first major iteration on that layout, tightening the advisor shell so navigation takes less space and controls sit in more ergonomic locations.

What’s new

• Framed work area — Page content sits in a clean inset panel under the top bar, so the sidebar and page feel more distinct.

• Your firm in the corner — The organization switcher (with org logo) lives in the sidebar header; the ELLA logo took a backseat.

• Tighter top bar & sidebar — Shared header height is shorter and section spacing is more consistent.

• Ask AI & account in better homes — Ask AI sits next to notifications in the top bar (on client workspaces). Profile, feedback, and related footer actions live at the bottom of the sidebar.

• Faster path home — Click the client logo in the top bar to jump to Client Overview; the name/chevron still opens the client list when you have more than one.

• Clearer Fact Finding nav — Review Sources, Manage guides, and Uncategorized Factors (when needed) sit up top; Business Identity lives under Business Guides; Add template is removed from the sidebar.

Plus, additional small polish throughout: quieter notification bell, clearer hover/cursor on switchers, and aligned secondary headers with the page chrome.