Sherpas Wealth
The first AI Growth Platform for financial advisors. From data intake to proposal delivery, Sherpas automates the most time-consuming parts of financial planning, reducing workflows from hours to minutes.
Jan 22, 2026
2 months agoDelayed processing time in diagnostics screen
API
Resolved · January 22 at 6:59 PM (in 29 minutes)
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Identified · January 22 at 6:30 PM (29 minutes earlier)
We identified an issue of how financial plans are being loaded into the system and we're working on a fix.