Roadmap Archives

November 12, 2021
in

Automatic Account Synchronization Functionality

Account synchronization with external sites, such as banking, investment, retirement, etc. are done by the Filiphant software user by manually entering their accounts' information. This enhancement will allow the Filiphant…

November 3, 2021
in

Life insurance feature

Filiphant software currently includes information about existing life insurance and suggested life insurance on the net worth sheet. However, life insurance is an important feature of holistic financial planning and…

November 3, 2021
in

Estate planning feature

Estate planning is an important feature of holistic financial planning and will be integrated into Filiphant software. Estate planning will include checklist items, such as wills, directives, power of attorneys,…

January 11, 2021
in

Provide live assistance

To assist new users with getting up-to-speed quickly, providing the ability for users to purchase live assistance would help tremendously.

January 11, 2021
in

Introduce support videos to the website

To assist new users with getting up-to-speed quickly, adding support videos to the website in addition to the existing support guide would help tremendously.

January 4, 2021
in

Increase to 15 income sources

The current release of Filiphant™ software allows for up to 10 income sources to be defined. This enhancement is to increase to 15 maximum income sources for both Filiphant™ Household…

January 1, 2021
in

Subscription billing

Provide subscription billing for products to allow a lower cost of entry.

January 1, 2021
in

Apple Mac OS X versions

Provide Apple Mac OS X versions of both Filiphant® Household and Filiphant® Advisor. Development Update June 6, 2021: Unfortunately, development of this idea is suspended for Microsoft Excel for Mac…

January 1, 2021
in

Professional edition

Filiphant's™ next product offering will be Filiphant™ Professional, which will be much like the flagship product, Filiphant™ Household, but with additional functionality for professional financial advisors or planners.