Plan

Ship with intent.Compound trust over time.

This is our near-term delivery map. Dates guide planning, not guarantees; we prioritize quality and investor safety over shipping noise.

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Roadmap windows

Prime economics controls

in progress

Q2 2026

Refine fee cap logic, improve visibility into effective rate bands, and expand explainers across account tiers.

Managed strategy insights

planned

Q3 2026

Ship clearer attribution views, benchmark overlays, and strategy health indicators for faster decisions.

Enterprise reporting pipeline

planned

Q4 2026

Introduce reporting exports and delivery workflows for advisors and private operating teams.

Planning principles

Every milestone is evaluated against these standards before it ships.

Clarity over complexity

Every release should reduce ambiguity in fees, performance, or risk understanding.

Controls by default

We prioritize reliability, auditability, and safe operational defaults before feature volume.

Measured innovation

New capability lands when it improves investor outcomes, not just product novelty.

Compounding improvements

Small, consistent shipping cycles compound into better long-term platform quality.

Want to influence priorities?

We review roadmap feedback from active users and private partners every cycle.

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