Wealth Management Platform
Project Roadmap and Development Tracker
ComposedPro is a next-generation wealth intelligence platform designed to optimize the entire household balance sheet, not just managed portfolios.
The system delivers institutional-grade portfolio analytics, risk modeling, tax-aware portfolio construction, and cross-account optimization across both managed and held-away assets.
By supporting Assets Under Advisement (AUA) rather than traditional AUM-only advisory models, ComposedPro enables advisors to deliver holistic financial guidance across brokerage accounts, retirement plans, liabilities, and cash flow.
The platform is being developed in structured phases to create a scalable advisory intelligence engine that supports advanced planning, portfolio construction, and automated portfolio implementation.
Next Release
Release: 1
Hours Complete: 712
Total Hours to Release: 750
Remaining Hours: 38
Percent Complete: 95%
Full Project
Release: 8
Hours Complete: 872
Total Project Scope: 1,400 hours
Remaining Hours: 528
Percent Complete: 62%
Navigate to:
Phase Overview
Project By Release
Project By Phase
Phase Overview
Phase 0 – Foundation and Architecture (80 hrs)
Core database design, multi-tenant structure, identity systems, referential integrity, and foundational audit architecture.
Phase 1 – Aggregation and Data Infrastructure (340 hrs)
Account connectivity, ingest pipelines, security master, symbol aliasing, historical migration, and normalization of positions and transactions.
Phase 2 – Portfolio Accounting and Performance (250 hrs)
Holdings display, valuation engine, asset category mapping, drift calculations, and performance reporting.
Phase 3 –API + Application Backend Layer (80 hrs)
FastAPI routes, authorization, tenant routing, and endpoints for dashboards, households, accounts, positions, and transactions.
Phase 4 –Risk Modeling and Monte Carlo Financial Planning (100 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 5 – Contribution and Account Recommendation Engine (60 hrs)
Account-level allocation recommendations and implementation guidance.
Phase 6 – Plan Lineup Intelligence (70 hrs)
401(k) lineup evaluation, fund mapping, and plan-specific optimization.
Phase 7– Rebalance and Trade Export Engine (80 hrs)
Tax-aware trade proposal generation and custodian-ready export files.
Phase 8 – Tax-Loss Harvesting Engine (50 hrs)
Lot-aware tax optimization, wash sale controls, and gain/loss modeling.
Phase 9 – Budgeting and Cash Flow (60 hrs)
Household cash flow tracking and planning-grade budgeting analytics.
Phase 10 – SaaS Hardening & Compliance (70 hrs)
Security controls, audit systems, operational hardening, and scalability preparation.
Phase 11 – Client, Advisor, and Tenant Experience (160 hrs)
Enterprise-grade controls, procurement readiness, and institutional integration capabilities.
Release | Hours Complete | Total Hours | % Complete |
|---|---|---|---|
1 | 712 | 750 | 95 |
2 | 25 | 100 | 25 |
3 | 0 | 130 | 0 |
4 | 0 | 80 | 0 |
5 | 0 | 50 | 0 |
6 | 0 | 60 | 0 |
7 | 0 | 70 | 0 |
8 | 135 | 160 | 84 |
Release | Phase | Phase Title | Hours Complete | Total Hours | % Complete |
|---|---|---|---|---|---|
1 | 0 | Foundation and Architecture | 79 | 80 | 99 |
1 | 1 | Aggregation and Data Infrastructure | 321 | 340 | 94 |
1 | 2 | Portfolio Accounting and Performance | 232 | 250 | 93 |
1 | 3 | API + Application Backend Layer | 80 | 80 | 100 |
2 | 4 | Risk Modeling and Financial Planning | 25 | 100 | 25 |
3 | 5 | Contribution and Account Recommendations | 0 | 60 | 0 |
3 | 6 | Plan Lineup Intelligence | 0 | 70 | 0 |
4 | 7 | Rebalance and Trade Export Engine | 0 | 80 | 0 |
5 | 8 | Tax-Loss Harvesting | 0 | 50 | 0 |
6 | 9 | Budgeting and Cash Flow | 0 | 60 | 0 |
7 | 10 | SaaS Hardening and Compliance | 0 | 70 | 0 |
8 | 11 | Client, Advisor, and Tenant Experience | 135 | 160 | 84 |
