Releases 222 & 223 – Workflow Update & Enhanced Data Tracking

Two behind-the-scenes updates are now live - one to simplify workflows, and another to boost PERSUIT ability to monitor and improve platform performance.

What’s New

1️⃣ Price Benchmarking – Terms & Conditions Module Removal

• The Price Benchmarking Terms & Conditions module has been removed from both client and firm workflows.
• The underlying acceptance flow remains in place for potential reuse in future agreements or similar scenarios.

2️⃣ Enhanced Data Tracking with New Data Track IDs

• New data track IDs have been added across key platform pages and workflows to enable more robust analytics.

Why It Matters

• Simplified workflows – removing the T&C step streamlines the Price Benchmarking experience for both clients and firms.
• Better insights – new data tracking allows the Product team to monitor feature adoption, identify friction points, and guide improvements more effectively.
• Improved user experience – with more precise analytics, we can make better data-driven updates that directly address user needs.

For questions on these changes, contact support@persuit.com 🚀