Wealth Management Platform
Project Roadmap and Development Tracker
ComposedPro is a purpose-built wealth management intelligence platform designed to deliver institutional-grade portfolio analytics, risk modeling, tax-aware portfolio construction, and enterprise-ready infrastructure.
The system is being developed in structured phases and grouped into staged releases to ensure early usability while building long-term strategic depth.
Next Release
Release: 1
Hours Complete: 140
Total Hours to Release: 1,250
Percent Complete: 11.2%
Full Project
Release: 8
Hours Complete: 146
Total Project Scope: 4,575 hours
Percent Complete: 3.2%
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Phase Overview
Project By Release
Project By Phase
Phase Overview
Phase 0 – Foundation and Architecture (300 hrs)
Core database design, multi-tenant structure, identity systems, referential integrity, and foundational audit architecture.
Phase 1 – Aggregation and Data Infrastructure (400 hrs)
Account connectivity, ingest pipelines, security master, symbol aliasing, historical migration, and normalization of positions and transactions.
Phase 2 – Portfolio Accounting and Performance (550 hrs)
Holdings display, valuation engine, asset category mapping, drift calculations, and performance reporting.
Phase 3 – Financial Planning, Risk, and Optimization (650 hrs)
The core financial planning intelligence layer. This phase determines the optimal portfolio strategy for a household based on goals, time horizon, and risk tolerance. It integrates quantitative modeling with practical advisory judgment to produce a recommended long-term allocation framework.
Phase 4 – Contribution and Account Recommendation Engine (325 hrs)
Account-level allocation recommendations and implementation guidance.
Phase 5 – Rebalance and Trade Export Engine (300 hrs)
Tax-aware trade proposal generation and custodian-ready export files.
Phase 6 – Plan Lineup Intelligence (450 hrs)
401(k) lineup evaluation, fund mapping, and plan-specific optimization.
Phase 7 – Full Tax-Loss Harvesting Engine (600 hrs)
Lot-aware tax optimization, wash sale controls, and gain/loss modeling.
Phase 8 – Budgeting and Cash Flow (200 hrs)
Household cash flow tracking and planning-grade budgeting analytics.
Phase 9 – SaaS Hardening & Compliance (300 hrs)
Security controls, audit systems, operational hardening, and scalability preparation.
Phase 10 – Enterprise Expansion (500 hrs)
Enterprise-grade controls, procurement readiness, and institutional integration capabilities.
Release | Hours Complete | Total Hours | % Complete |
|---|---|---|---|
1 | 140 | 1250 | 11 |
2 | 0 | 650 | 0 |
3 | 0 | 625 | 0 |
4 | 0 | 450 | 0 |
5 | 0 | 600 | 0 |
6 | 0 | 200 | 0 |
7 | 6 | 300 | 2 |
8 | 0 | 500 | 0 |
Release | Phase | Phase Title | Hours Complete | Total Hours | % Complete |
|---|---|---|---|---|---|
1 | 0 | Foundation and Architecture | 85 | 300 | 28 |
1 | 1 | Aggregation and Data Infrastructure | 35 | 400 | 9 |
1 | 2 | Portfolio Accounting and Performance | 20 | 550 | 4 |
2 | 3 | Financial Planning, Risk, and Optimization | 0 | 650 | 0 |
3 | 4 | Contribution and Account Recommendations | 0 | 325 | 0 |
3 | 5 | Rebalance and Trade Export Engine | 0 | 300 | 0 |
4 | 6 | Plan Lineup Intelligence | 0 | 450 | 0 |
5 | 7 | Full Tax-Loss Harvesting | 0 | 600 | 0 |
6 | 8 | Budgeting and Cash Flow | 0 | 200 | 0 |
7 | 9 | SaaS Hardening and Compliance | 6 | 300 | 2 |
8 | 10 | Enterprise Expansion | 0 | 500 | 0 |
