Axiom Financial Planning Help

Releases

New release — Version 2026.1 was released for general availability on February 17, 2026.
Patch information2026.1 does not have any patches.

What's new in this release

Include summary projects in transfers from Axiom Capital Planning

Users can transfer all capital project types from Axiom Capital Planning with the Transfer Capital Projects to Financial Planning utility, instead of just those using the detailed pro forma.

See the change log for more information about this feature 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.