New Version is Launching on January 1st!

We’re very excited to announce that we will be launching the new version of our dashboard with the new year on January 1st.

The new version has a brand new interface that has been designed to be faster and easier to use as well as a bunch of new features. We’ll also be creating a series of “how to” videos and blog posts that will be available over the course of the month on to bring you up to speed with the new product.

Take a look at the FAQ below and please reach out with questions. Stay tuned for more!

FundAmerica Old Dashboard . FundAmerica New Dashboard


When is the transition happening?
Starting January 1st, logging in through will direct you to the new version. Shortly thereafter, logging in using the direct url to the login page will also redirect you to the new version.

What does this mean for me?
We will be transitioning everyone to the new version effective January 1st. Starting then, you will automatically be logged in to our new product. This means a bunch of new features and an improved interface.

What’s new in version 2?
Short answer: too much to list.
There’s a brand new design to make information easier to access, a bunch of new features, a new layout, and overall the system has been made faster.

How will I know how to use version 2?
Since we’re launching a whole new interface, where you do things is going to change. To try to help you get up to speed faster, we’re going to be releasing a series of “how to” videos that cover most of the common things you do in our system as well as posting articles on our blog that cover additional content.

Where are these “how to” videos and blogs?
Videos will be sent via email as well as being accessible alongside the blog posts at

Can I get see the new version earlier to make sure it does what we need?
We will release version 2 for everyone to see and use on December 16th meaning you will have a couple weeks of both versions living side by side where you can get used to the new version but still have the old one to fall back on if needed.

Do you have any suggestions to make the transition as easy as possible?
Watch the how-to videos and start using the new version on the 16th. If you have questions, please reach out to our customer service before the end of the year and they can help you figure out how to do a specific task. If we get a lot of questions about the same thing, we’ll publish a “how to” video for it.

Why are you launching this on the 1st?
The holidays tend to be the quietest time for our customers in terms of launching new offerings. We’re hoping that using this period to introduce the new product means minimizes the chance of surpassing people with a new interface right in the middle of a frantic period. We’re excited for everyone to get their hands on all the new features and think you will be too.

Happy Holidays,