What we've shipped.
Every release, dated, with the actual change in plain language. No marketing pivots.
- 2026-04-18v0.21improvement
Marketing site: Product, Security, About
Public-facing pages reworked end to end. New /product page walks through the review workspace, household model, and chain of custody with static-composition mockups. New /security page documents the live data classification, encryption, audit, tenancy, and HIPAA posture in plain language. New /about statement of practice. Pricing collapsed to three tiers (Pilot · Practice · Firm); status page broken out into services + incidents + SLA posture. Public nav and footer updated to match.
- 2026-04-16v0.19feature
Portfolio dashboard
A new /portfolio page that reads the whole book of business in one view: AUM by carrier with concentration bars, tier-aware review cadence (overdue / due ≤30d / ≤90d / on track), fee-and-drag concentration by carrier, face-weighted asset-class mix across the fund menu, and quarterly review throughput with median IRR. Deep-links from the AUM and fee bars jump into a pre-filtered review queue. One endpoint (`/api/v1/portfolio/metrics`) returns every card so the whole page is a single round-trip. Tenant-scoped end to end.
- 2026-04-14v0.18infra
PII redactor + PDF safety preflight
Every text payload to our AI now passes through a regex scrubber that strips SSNs, EINs, emails, phones, and caller-supplied names. PDF uploads are pre-screened locally with pdfplumber, and high-PII documents are refused before the API call. Surfaces a banner on /reviews/new step 2 when PII was detected and processed.
- 2026-04-14v0.17feature
Sessions, tenant switching, sign-in / sign-up
Cookie-backed sessions with route-protecting middleware. Sign-in and sign-up pages, an invite-acceptance flow at /join/[token], a tenant switcher in the brand menu, a user dropdown with sign-out, and an Organization settings page that edits the live tenant.
- 2026-04-14v0.16feature
Marketing site: pricing, enterprise, docs, terms, privacy
Three-tier pricing (Starter / Team / Enterprise) with monthly/annual toggle, an enterprise contact form, a documentation outline, terms of service, and a privacy policy listing every subprocessor.
- 2026-04-14v0.15improvement
Admin shell: overview, team, billing, usage, organization
A dedicated admin surface with a sidebar table-of-contents, all wired to live data. Invite-member flow, tenant editor with delete confirmation, plan + usage metrics drawn from real endpoints.
- 2026-04-14v0.14improvement
Workspace IA collapse: 11 nav items → 4
Top nav reduced to Today / Reviews / Clients / Library. Inbox demoted to a count-bearing icon. Library tab-groups Knowledge / Funds / Intelligence. Command palette gained keyboard navigation and grouped results.
- 2026-04-14v0.13improvement
Editorial visual rewrite
Every page hero standardized: 48-56px display title, mono uppercase subtitle, primary action button. Stripped placeholder prose. Today (was Dashboard) reduced to a single focal headline + briefing + needs-you list.
- 2026-04-14v0.12feature
Daily AI briefing + AI client account summary
Our AI synthesizes the intelligence feed into a one-paragraph morning briefing on Today. Client 360 gets a Draft-with-AI account summary that pulls cadence, tier, review history into a pre-call brief.
- 2026-04-14v0.11feature
Multi-policy blending + Fund data platform
Aggregate scenarios across multiple policies for one client (face-weighted IRR + drag). Fund factsheet ingestion via AI vision parsing; /funds page with search + filter.
- 2026-04-14v0.10feature
Smart Inbox classifier
Inbound emails get classified (carrier_response, crm_confirmation, client_inquiry, compliance_notice, fund_update, other) and auto-linked to reviews via policy number. Heuristic regex fallback when no API key.
- 2026-04-13v0.5feature
Slice 1: PPLI inforce review, end to end
Calc engine (IRR / drag / MEC), scenario runner, Typst PDF composer, REST endpoints, ingestion, /reviews/new + /reviews/[id]. The vertical that proves the thesis.