What's New?
Coming in September: A Faster, More Responsive FRONTSTEPS Caliber
We're continuing to invest in FRONTSTEPS Caliber's performance and reliability.
Feature Overview
Coming in September, we're introducing improvements focused on making Caliber faster, more responsive, and more stable across everyday workflows. These changes are designed to reduce wait times and deliver a smoother, more consistent experience for our customers. More details will be shared as we get closer to release.
Upgrade Now
The "Upgrade Now" option is now available to all customers, so you can move to the 64-bit version of Caliber whenever you're ready — no request required.
Feature Overview
Look for the Upgrade Now button in the upper-right corner of the Caliber screen.
Benefits
- Self-Service Upgrade: "Upgrade Now" is enabled for every customer.
- Simple, Guided Upgrade: When you click Upgrade Now, Caliber takes you directly to the 64-bit install path and walks you through completing the upgrade.
Tell Your Builds Apart at a Glance
The Caliber title bar now clearly identifies which build you're running, making it easy to distinguish the two versions during and after your migration.
Benefits
- FRONTSTEPS Caliber (64-bit): The 64-bit build now displays "FRONTSTEPS Caliber" in the top-left of the title bar.
- Caliber Classic (32-bit): The 32-bit build now displays "Caliber Classic" in the top-left of the title bar.
Build Board-Ready Budgets with ALLi
Just in time for budget season — Community Managers can now create annual operating budgets through a guided, AI-assisted experience in FRONTSTEPS Manager, powered by ALLi.
Feature Overview
ALLi Budget Studio brings together Caliber financial data, validated budgeting assumptions, and account-level recommendations in one guided workflow. Managers can review a traceable baseline budget alongside ALLi's recommended adjustments, apply or undo changes, and export a board-ready Excel workbook with live formulas and a populated Caliber Import tab.
Benefits
- Faster Budget Preparation: Complete the budgeting process in one guided workflow instead of exporting data and rebuilding spreadsheets for each community.
- Accurate, Traceable Results: Proposed values are tied to Caliber data, budgeting assumptions, supporting schedules, or Manager overrides.
- Smarter Recommendations: ALLi provides account-level recommendations supported by relevant source information, reasoning, confidence, and estimated financial impact.
- Full Manager Control: Recommendations are never applied automatically. Managers choose which changes to accept and can undo them at any time.
- Board-Ready Output: Export a clean Excel workbook with live formulas and an automatically populated Caliber Import tab.
ALLi Pro customers can access ALLi Budget Studio directly in FRONTSTEPS Manager. Clients interested in adding ALLi can request a demo.
Automate Banking with Wintrust Integration
Wintrust customers can now automate statement retrieval and account reconciliation while viewing real-time balances directly within Caliber.
Feature Overview
Caliber's advanced banking integration now supports Wintrust Bank. Communities that bank with Wintrust can automatically retrieve statements, configure automated account reconciliation, and view real-time account balances from the Chart of Accounts and Advanced Automation—without logging into a separate banking portal.
Benefits
- Automated Statement Retrieval: Wintrust bank statements are retrieved automatically and available for viewing directly from the Chart of Accounts.
- Streamlined Reconciliation: Select Wintrust as the provider for automated reconciliation tasks, reducing the need for manual transaction imports.
- Real-Time Balance Visibility: View up-to-date Wintrust account balances directly in Caliber Desktop without accessing a separate banking portal.
Simplify Investment Management with HOA Invest Enhancements
Two enhancements to the HOA Invest integration provide faster reconciliation and easier access to investment account documentation.
Feature Overview
This release adds automated reconciliation for HOA Invest accounts and the ability to view and download fixed income reports alongside bank statements.
Benefits
- Automated Reconciliation: Configure HOA Invest accounts for automated reconciliation using the same streamlined workflow available for other integrated banks.
- Centralized Reporting: View and download fixed income reports directly from the Chart of Accounts alongside existing bank statements.