Well PlatformOwner deskFinwellJuniper Ledger Co.

Roadmap & requests

Synthetic preview: example requests and product feature definitions. No firm data or request submission.

10 live features0 complete0 in progress5 planned

Your requests

2 filed · 0 complete · 2 open
  • Spanish version of the intake formAsked Sep 28, 2026Received

    No reply recorded yet.

  • Text a client when their policy renewsAsked Sep 12, 2026Planned

    We call everyone by hand two weeks out.

    No reply recorded yet.

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Feature directory

15 features

Showing 8 of 15 features

  • Live email and text deliveryNext workPlanned

    Automations, reminders and digests are recorded today; delivery switches on firm by firm.

  • Google review syncNext workPlanned

    Pull new Google Business Profile reviews in and reply from FinWell.

  • Full Meta lead detailsNext workPlanned

    Fetch every answer from a Facebook lead form, not just the notification.

  • TaxDome direct syncLater workPlanned

    Send new clients directly to your TaxDome workspace.

  • Digest emailLater workPlanned

    Your daily or weekly digest arrives by email instead of on this screen.

  • Lead registerBuilt workflowsLive

    Review, qualify and advance the firm's canonical opportunities.

  • Client directoryBuilt workflowsLive

    Keep the firm's clients and their acquisition history together.

  • Client invoicesBuilt workflowsLive

    Create and manage the firm's client invoices; payment setup requirements still apply.

Live means available in the product; plan and setup requirements may apply. Complete means development is finished. Rollout notes explain remaining activation or verification.

Release history · 1 release

Goals, ownership and one inbox · September 4, 2026

Targets to work against, clear ownership, and conversations where the leads are. Revenue goals: Set firm revenue targets and see pace against them as the month runs. Lead ownership: Every lead is attributed to the advisor who owns it, and stays that way. Lead conversations: A conversation console in the lead inbox, on the shared messaging surface.