Playbook Wealth

Platform Roadmap

From lead capture to full practice management platform — built incrementally, each phase independently useful and deployed.

Phases

110

Features

Shipped

Financial Snapshot Tool

Lead-gen questionnaire with 6-pillar scoring and branded PDF reports

complete

18-question intake

6-pillar scoring engine

Branded PDF snapshot

Lead capture to Supabase

Client Portal

Self-serve intake across 6 FP Canada pillars with auto-save

complete

Supabase auth + magic links

6-pillar deep intake

Progressive auto-save

Completion tracking

Quick wins per pillar

Client portal dashboard

Plan Generator

AI-assisted plan generation with rule engine and executive summaries

complete

30+ rule engine

Engine

AI executive summary

Branded PDF export

Recommendation tracking

Plan versioning

Advisor Dashboard

Client management, intake review, and plan delivery

complete

Client list + invite flow

Per-client detail view

Pillar data review

Client portal plan view

Advanced Projections

Year-by-year projections, scenario modeling, and analysis engines

complete

Scenario modeling (What If)

Engine

Cash flow projections

Engine

Retirement drawdown

Engine

Tax optimization

Engine

Net worth statement

Goal tracker

Estate projections

Engine

RRIF calculator

Annual update CTA

Projection Refinements

Tax accuracy, RRSP meltdown, inflation, pension modeling

complete

Basic Personal Amount (BPA)

Engine

RRSP meltdown strategy

Engine

Inflation toggle

Engine

DB pension indexing + bridge

Engine

"Already receiving CPP" option

Insurance age filtering

Pension splitting optimizer

Engine

CPP sharing optimizer

Engine

Couple / Household Projections

Full household-aware projections with partner data and split views

complete

Partner intake fields

Household projection engine

Engine

Staggered retirement

Engine

Cross-spouse drawdown

Engine

Spousal estate rollover

Engine

Household UI (charts + tables)

Split view toggle

Document upload + AI extraction

Risk tolerance questionnaire

CIRO

CRM & CIRO Compliance

Transform into a CIRO-compliant CRM with audit trails and practice management

complete

Activity log & notes

CIRO

Document vault (7yr retention)

CIRO

Trusted Contact Person

CIRO

KYC review certification

CIRO

Suitability documentation

CIRO

Task / follow-up system

CRM

Pipeline stages

CRM

Client search & filtering

CRM

KYC trigger event flags

CIRO

Dashboard analytics

CRM

Vulnerability flags (65+)

CIRO

Complaint log

CIRO

Tax Estimator

Forward-looking T1 tax estimation with what-if scenarios and couple optimization

complete

T1 summary engine

Engine

Income source breakdown

Engine

Deduction & credit engine

Engine

Tax estimator dashboard card

Expandable T1 breakdown panel

What-if scenario sliders

Tax bracket visualization

Couple / household comparison

Engine

Year-end planning mode

Pipeline, Workflow & Client Experience

Kanban pipeline, workflow automation, branded client email, and meeting scheduling

complete

Kanban pipeline board

CRM

Customizable pipeline stages

CRM

Workflow template library

CRM

Multi-step workflow builder

CRM

Step dependencies (blocked/unblock)

CRM

Priority task dashboard + saved filters

CRM

Stage-change automation triggers

CRM

Cron-scheduled workflow triggers

CRM

Bulk apply template to cohort

CRM

Automation run audit log

CIRO

Branded client emails + audit trail

CRM

Daily review-due & KYC nudges

CIRO

Google Calendar + portal meeting booking

Integration

Client cash flow portal

Household Planning & Joint Accounts

First-class household records, joint plans, and shared asset modelling

planned

Household as first-class entity

CRM

Joint asset & liability co-ownership

Engine

Spouse-linked plan generation

Engine

Household dashboard view

Joint retirement drawdown

Engine

Estate rollover + survivorship

Engine

Shared portal access

Advanced Task Automation

Richer auto-task recipes built on the workflow + cron engine

planned

RRSP/TFSA contribution-room deadlines

CRM

RRIF conversion prompts at 71

CRM

CPP/OAS election window alerts

CRM

Pension-sharing reminders

CRM

Birthday & milestone alerts

CRM

Client touchpoint tracker

CIRO

Plan Versioning & Comparison

Diff every revision of a client plan with full audit history

planned

Side-by-side plan version diff

Recommendation changelog

Per-version PDF archive

CIRO

Plan review timeline

CRM

What-changed summary (AI)

Reporting & Insights

Practice analytics, revenue tracking, and compliance reporting

planned

AUM by client report

CRM

Pipeline conversion analytics

CRM

Client book summary

CRM

Annual CIRO compliance export

CIRO

Revenue tracking

CRM

Practice health dashboard

CRM

Scale & Multi-Advisor

Team workflows, role-based access, and enterprise features — unlocked on first hire

planned

Multi-advisor support

CRM

Supervisory review workflow

CIRO

Role-based access control

CRM

Client portal PWA (mobile)

Secure client messaging

CRM

API for third-party tools

Integration

Playbook Wealth

Your game plan for financial confidence

Last updated: April 12, 2026