Where FiscoPoint is going.
Everything on this page is product direction. It is not part of the currently available platform and carries no delivery commitment.
Labelled, dated, and kept separate from live capabilities.
Connection map visualization
A visual map of how clients, organizations, and records connect.
Deeper configurable CRM fields
Broader custom fields and record configuration across CRM objects.
More CRM evidence and analytics
Additional Copilot evidence displays and expanded analytics views.
Broader country specific financial integrations
More supported institutions and regional financial connections.
Expanded professional localization
More packaged language experiences beyond the current set.
Additional calendar and email connections
Live provider connections for scheduling and correspondence.
Enhanced document management
Richer organization, linking, and generation of business documents.
Broader mobile distribution
Wider release of the mobile experience once store availability is confirmed.
Additional automation actions
More triggers and actions beyond the current scheduled payroll, invoice, expense, reminder, and summary workflows.
More provider supported investment and banking connections
Additional portfolio and account data sources where providers allow.
Roadmap statements current as of this page revision. Direction may change without notice.