Welcome to product @ purpose!

Paige Moult
Product Manager
December 7, 2020

We are on a mission to make our product roadmap public!

What does that mean?
We are launching a product-blog where you can follow our product roadmap and learn about what we’re building.

Why are we doing this?
We are fortunate to be at the forefront of a changing industry in Canada — and we are even more fortunate that our portfolio managers, advisors, clients, and partners are on this journey with us.

As we continue to evolve, we need to share what we’re working on, provide you with context on how it will help you and your business, and hear what you have to say about it. We need to be transparent to collaborate together — which we know isn’t the most common thing in this industry.

What do we hope to accomplish?

  • Share with you what we’re currently working on
  • Let you know what’s coming up and how it can support your business
  • Hold ourselves accountable through transparency around prioritization and timelines
  • Create a place for our advisors to get updates on our product
  • Provide an opportunity for real-time feedback


There are clear benefits for both you and us — so we see this as a win-win.

We know that throughout this journey, there will be tough trade-offs and prioritization conversations. Still, we are committed to building a leading independent advisor platform — and we know you are too.

Read our product vision next.