Axiom Financial Planning Help

Change log

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Announcements

New Axiom Help Center— Introducing Axiom Help Center! This site is your all-in-one portal to access online help and change logs for all Axiom products.

Improved feedback — A new feedback widget now appears at the bottom of every help topic. The widget replaces the feedback icon that previously appeared on the toolbar. Use the feedback widget to let us know if the help content was clear, complete, and helpful or if there are improvements we can make. We're excited to hear from you!

Releases

New release — Version 2025.4 was released for general availability on November 17, 2025.
Patch information — 2025.4 does not have any patches.

What's new in this release

Roll forward

Use the Roll Forward Next Year adapter to simplify your annual roll forward process to one step for creating a new file group and copying driver values and security.

See the change log for more information about this features and additional enhancements to Financial Planning.

Additional resources

Strata Academy is the single learning portal for all Strata customers. You can quickly onboard, learn about your product's features, and get the most value from your Strata software.

  • Search for and self-enroll in courses and learning paths that match your job role, products, and interests.

  • Register for instructor-led certifications directly from the Strata Academy dashboard.

Important Strata Academy links:

Contact the Strata Academy team for assistance: strataacademy@stratadecision.com.

Strata Support Center is your all-in-one source for self-service product information and resources. You can:

  • Search Help and other resources for all.

  • Access the Knowledge Base.

  • Create and manage your Support cases.
Axiom Help Center is your resource for accessing online help and release notes for all Axiom products.