Wizflow Documentation Hub
Wizflow is the no-code platform designed for the realities of financial services. Built by the team behind Dreamplan, it lets institutions build compliant, customer-facing flows that are intuitive, fast to launch, and easy to adapt - without needing to write code or depend on IT backlogs. Welcome to the comprehensive documentation for Wizflow. Use the search function above to find specific topics, or browse the sections below to explore our platform capabilities.System Status
🟢 All systems operational View real-time platform status
Latest Release
v3.6.0 - 24 June 2026
Flow Builder Basics
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Documentation Overview
🏗️ Core Platform
Flow Builder
Entities, logic & routing Visual builder, custom entities, global variables
Use Cases
Real-world applications Financial services workflows and solutions
🤖 AI Features
AI Assistant
Generative flow creation Overview, chat features, prompt enhancer
Training & Feedback
Tips & best practices Advanced techniques and troubleshooting
⚙️ Platform Configuration
Testing Tools
Autofill profiles Save time with reusable test data
🛠️ Technical Resources
Tech Specifications
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API Reference
Wizflow API Technical details
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What’s new Feature updates and improvements
📚 Resources
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What’s New
June Highlights (v3.6.0)
- Pension Consolidation Evaluator — §41 PBL evaluator classifies each policy and runs 16 legal, business, and portfolio-aware rules to assess consolidation, wired end-to-end through Pensure
- Server-Side Data on Live Page Blocks — New Live Page Services expose server-side data to blocks for interpolation and as inputs
- New Wizflow Marketing Site — A brand-new MDX-based marketing site, faster to author and easier to maintain
- Automatic Entity Keys — Entity keys can now be generated automatically from their label
- Pension Data Collection Entity — A new
pension-data-collectionentity alongside the existingpensionsinfoentity - Fixes — Realtime speech-to-text on the Wizflow assistant
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