Playbook Wealth
Platform Roadmap
From lead capture to full practice management platform — built incrementally, each phase independently useful and deployed.
15
Phases
100
Features
66
Shipped
1
Financial Snapshot Tool
Lead-gen questionnaire with 6-pillar scoring and branded PDF reports
18-question intake
6-pillar scoring engine
Branded PDF snapshot
Lead capture to Supabase
2
Client Portal
Self-serve intake across 6 FP Canada pillars with auto-save
Supabase auth + magic links
6-pillar deep intake
Progressive auto-save
Completion tracking
Quick wins per pillar
Client portal dashboard
3
Plan Generator
AI-assisted plan generation with rule engine and executive summaries
30+ rule engine
EngineAI executive summary
AIBranded PDF export
Recommendation tracking
Plan versioning
4
Advisor Dashboard
Client management, intake review, and plan delivery
Client list + invite flow
Per-client detail view
Pillar data review
Client portal plan view
5
Advanced Projections
Year-by-year projections, scenario modeling, and analysis engines
Scenario modeling (What If)
EngineCash flow projections
EngineRetirement drawdown
EngineTax optimization
EngineNet worth statement
Goal tracker
Estate projections
EngineRRIF calculator
Annual update CTA
6
Projection Refinements
Tax accuracy, RRSP meltdown, inflation, pension modeling
Basic Personal Amount (BPA)
EngineRRSP meltdown strategy
EngineInflation toggle
EngineDB pension indexing + bridge
Engine"Already receiving CPP" option
Insurance age filtering
Pension splitting optimizer
EngineCPP sharing optimizer
Engine7
Couple / Household Projections
Full household-aware projections with partner data and split views
Partner intake fields
Household projection engine
EngineStaggered retirement
EngineCross-spouse drawdown
EngineSpousal estate rollover
EngineHousehold UI (charts + tables)
UISplit view toggle
UIDocument upload + AI extraction
AIRisk tolerance questionnaire
CIRO8
CRM & CIRO Compliance
Transform into a CIRO-compliant CRM with audit trails and practice management
Activity log & notes
CIRODocument vault (7yr retention)
CIROTrusted Contact Person
CIROKYC review certification
CIROSuitability documentation
CIROTask / follow-up system
CRMPipeline stages
CRMClient search & filtering
CRMKYC trigger event flags
CIRODashboard analytics
CRMVulnerability flags (65+)
CIROComplaint log
CIRO9
Tax Estimator
Forward-looking T1 tax estimation with what-if scenarios and couple optimization
T1 summary engine
EngineIncome source breakdown
EngineDeduction & credit engine
EngineTax estimator dashboard card
UIExpandable T1 breakdown panel
UIWhat-if scenario sliders
UITax bracket visualization
UICouple / household comparison
EngineYear-end planning mode
AI10
Pipeline & Workflow Engine
Visual pipeline management, reusable workflow templates, and enhanced task tracking
Kanban pipeline board
CRMCustomizable pipeline stages
CRMWorkflow template library
CRMMulti-step workflow builder
CRMTask due dates & client linking
CRMPriority-based task filtering
CRM11
Communication & Activity Hub
Unified activity feed, meeting prep, and client touchpoint management
Unified activity dashboard
CRMMeeting prep brief generator
AIInteraction templates
CRMReview calendar view
CRMUpcoming & overdue task alerts
CRMClient touchpoint tracker
CIRO12
Reporting & Insights
Practice analytics, revenue tracking, and compliance reporting
AUM by client report
CRMPipeline conversion analytics
CRMClient book summary
CRMCompliance audit report
CIRORevenue tracking
CRMPractice health dashboard
CRM13
Automation & Integrations
Automated client communications, system integrations, and practice efficiency
Automated email reminders
CRMBirthday & milestone alerts
CRMReview-due notifications
CIROKYP review integration
CIRODataphile / portfolio sync
IntegrationAnnual compliance export
CIRO14
Scale & Multi-Advisor
Team workflows, mobile experience, and enterprise-grade features
Multi-advisor support
CRMSupervisory review workflow
CIROClient portal PWA (mobile)
UIRole-based access control
CRMWhite-label / multi-practice
CRMAPI for third-party tools
Integration15
Client Portal 2.0
Enhanced client-facing experience with self-service access and secure communication
Client plan summary view
UIAction item status for clients
UIDocument sharing portal
UISecure client messaging
CRMPlaybook Wealth
Your game plan for financial confidence
Last updated: April 10, 2026