Preview

Follow the capabilities taking shape for internal preview users.

Preview Capability Placeholder

Cashflow Planning Preview

  • Organize recurring income and expense detail around household context.
  • Review monthly planning information before a household or advisor conversation.
  • Capture what needs attention next without leaving the planning workflow.

Companion Workflow Preview

  • Prepare browser-adjacent planning support for future companion tools.
  • Keep preview capabilities staged behind release controls while they mature.
  • Collect feedback before public App Store release decisions.
Preview Capability Placeholder