Roadmap
Concrete near-term changes you can expect across the Suite. No vision slides, no theatrics — if it’s on this page, it’s either in flight or queued up next. Anything bigger lives in a conversation, not on a marketing page.
Next push · this week or next
Work that’s already being written. These typically ship within ten days.
Resolves the “who is this portal for?” confusion. Each client portal you set up gets clearer copy about whose surface it is, and a dedicated Settings tab for the brand defaults that wrap every portal — logo, color, fallback URL — separate from each client’s own brand.
Cleanup pass on the connector marketplace. Out: connectors that don’t fit your day. In: Google Calendar, Outlook, Microsoft Teams, Zoom, DocuSign, link-in-bio tools. Plus richer connection fields on each client record — LinkedIn, social handles, parent company, mutual contacts.
Add Owners, Managers, and Reps directly to a client record. Each gets their own page access. Invites go out via email or a paste-able magic link — whichever channel actually reaches them.
A real invoice list, downloadable receipts, in-place payment-method changes, and a single tab for tax IDs. Stops the back-and-forth with support for billing changes.
Schedule, take notes, link decisions back to tasks. First version landing for the beta cohort with Google Calendar two-way sync ready out of the box.
This month · May 2026
Scoped and on the schedule. Order can shift depending on what comes back from the next push, but each of these is committed.
Different industries need different shapes. Schools want parent-journey views; agencies want client-content review queues; beverage distributors want the three-tier rollup. Each industry preset turns on the right modules and empty states by default.
Microsoft Teams, Google Calendar, and Outlook Calendar moving out of coming soon and into connected. Same OAuth flow as Slack and Stripe today.
When the email path fails, the magic link should be just as easy to paste into Slack, Signal, or a text. Better deliverability monitoring + clearer fallback paths for advisors when an inbox bounces.
A weekly grid — rows per project, columns per day, totals at the bottom. Built to fit the rhythm of agencies and professional-services firms first.
A place to upload SOPs, training docs, and walkthroughs — with a completion checklist per teammate. Replaces three different Notion pages and a Loom folder for most teams.
Selected clients on Veydros-tier engagements get editable content blocks for their public site — hero copy, collections, gallery images, contact info. Edited inside Vantage, rendered live on their site.
In progress · longer arcs
Larger surfaces with a longer runway. Listed here so you know they’re real and on the schedule — not because they ship next week.
Take payments through Vantage the way Shopify takes payments through itself. Your tenants onboard once; their customers check out under their brand; funds settle to their bank. No “go set up Stripe” detour.
For larger tenants, the option to stand up their own connected payments marketplace under their brand — their fees, their dashboard, their rules.
HubSpot, Salesforce, and Linear connectors. Two-way sync where it makes sense; one-way where it doesn’t.
A direct line to internal AMT and Veydros advisors that lives inside the product. Conversation happens where the work happens — not in a separate inbox.
Ask plain-English questions and get answers grounded in your records — clients, projects, invoices, leads — not a generic model guessing at your business.
Have a request that isn’t on this page? Tell us. Most of what ends up here started as one customer’s feedback on a Tuesday. Write to us →
For real-time health, see the status board. For what just landed, the changelog.