Product Roadmap
Building the Future of Personal Finance
See what we're working on and what's coming next. We're constantly improving WealthWise to help you achieve your financial goals.
Phase 1: Beta
Foundation and core features
- Account & Transaction Tracking
- Investment Portfolio Management
- Financial Goal Setting
- Basic AI Coach
- Bank-Level Security
- Mobile-Responsive Design
Phase 2: Public Launch
Enhanced features and integrations
- Plaid Bank Integration
- Advanced AI Recommendations
- Expanded Onboarding
- Spending Analytics Dashboard
- Email Notifications & Alerts
- PDF/CSV Report Exports
Phase 3: Feature Expansion
Advanced tools and personalization
- Tax Optimization Insights
- Retirement Planning Calculator
- ESG/Sustainable Portfolio Options
- Debt Payoff Strategies
- Bill Reminders & Subscriptions
- Multi-Currency Support
Phase 4: Ecosystem Growth
Community and partnerships
- Family & Household Plans
- Financial Advisor Marketplace
- Community Forums & Groups
- Partner Bank Integrations
- Enterprise/B2B Solutions
- Native Mobile Apps (iOS/Android)
Coming Soon
Here's a preview of the exciting features we're building for you.
Tax Optimization
AI-powered tax-loss harvesting suggestions and capital gains tracking to minimize your tax burden.
Retirement Planning
Comprehensive retirement calculators with Social Security estimates and withdrawal strategies.
ESG Portfolios
Build sustainable portfolios aligned with your values, with ESG ratings and impact metrics.
Advanced Analytics
Deep insights into spending patterns, cash flow forecasting, and financial health scores.
Family Plans
Manage finances for your entire household with shared budgets and individual profiles.
Multi-Currency
Track international accounts and investments with automatic currency conversion.