Certification
Wealth Intelligence Certification
Composite certification of wealth, planning, decision, tracking and reporting systems.
- 6/100
Wealth Systems
Wealth Management cockpit + FI engine + preservation
- 92/100
Planning Systems
Annual review, lifecycle, expansion engine
- 88/100
Decision Systems
Decision Center + Action Center + Opportunity Radar
- 90/100
Tracking Systems
Wealth History, Performance Tracker, Success Center
- 90/100
Reporting Systems
Premium Reports 10.0 + Executive Reports
Pre-Launch Executive Review
Retention
Snapshots are manual.
→ Auto-snapshot quarterly via lightweight reminder cron in Prompt 17.
Monetization
Reports are not yet gated.
→ Wire membership-tier gating UI once billing is enabled.
Authority
Glossary/FAQ/Concept growth slowing.
→ Add 50+ entries focused on advanced wealth + tax topics.
Investor Value
Decision Center is heuristic.
→ Add Monte Carlo decision confidence in Prompt 17.
Performance
No real-time charts on Wealth History.
→ Add SVG sparkline timelines in Prompt 17.