Certification
Investor Success Certification
Composite certification of progress, achievement, wealth and success systems.
- 92/100
Progress Systems
Wealth History + Performance Tracker + Progression.
- 80/100
Achievement Systems
Milestones + Achievements + Maturity.
- 10/100
Wealth Systems
Wealth Mgmt + FI + Preservation.
- 16/100
Success Systems
Success Tracker + Accelerator + Reviews.
Prompt 18 Readiness Review
Gap
Charting on Wealth History
→ Add SVG sparkline / area chart for wealth scores and equity over time.
Gap
Auto-snapshot reminders
→ Trigger quarterly reminder UI when last snapshot is >90 days old.
Weakness
Decision Center heuristics
→ Layer Monte Carlo scenario simulation onto Decision Center recommendations.
Weakness
Limited member-tier gating
→ Wire visual gating UI per tier on premium reports + dashboards.
Monetization
Premium reports ungated
→ Add Membership Experience CTA across all reports + executive dashboards.
Monetization
Marketplace surface light
→ Expand /opportunity-center with deeper market intelligence and lane ranking.
Launch
AI search readiness deepening
→ Add per-page FAQ + how-to JSON-LD on all flagship dashboards.
Launch
Mobile audit
→ Sweep dashboards on small viewports for table/grid regressions.