Now — clearer reporting
Improving portfolio summaries, activity views, and plan progress across devices.
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Product roadmap
What we are building next.
Our roadmap is focused on making portfolio understanding, planning, and support even more useful.
Fintrix principle
Clarity turns financial information into confident action.
01
Understand
02
Decide
03
Progress
Next — deeper insights
Expanding the context around allocation, performance, and investment milestones.
Later — more control
Exploring additional preferences, notifications, and personalised reporting tools.
Performance context
Making it easier to understand what changed and which positions contributed.
Milestone tracking
More visible checkpoints for investment cycles and longer-term financial goals.
Support workflows
Faster ways to ask questions and keep important conversations connected to your account.
How we prioritise
Useful improvements, shipped with care.
Roadmap priorities are shaped by customer needs, product reliability, and the responsibility that comes with financial experiences.
Customer clarity and usefulness
Security and operational reliability
Consistent performance across devices
Measured releases with clear communication
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