Reference
Roadmap Planned features and integrations for the DMTR platform.
This page tracks planned capabilities that are in specification, development, or early preview. Items listed here represent real product direction — they are scoped, designed, and sequenced. Nothing is listed speculatively.
For features that are already live, see the System Status section on the introduction page.
Feature Status Target Description Bloomberg data sync Live — Position enrichment and market data via Bloomberg Terminal PitchBook inventory mapping Live — Company and fund matching with PitchBook entities AlphaSense position context Live — Document intelligence overlay on position data Addepar portfolio sync Preview Q3 2026 Bidirectional position sync with Addepar eFront integration Preview Q3 2026 LP accounting and cashflow integration Burgiss integration Preview Q3 2026 Private market benchmarking data Cambridge Associates Spec Q4 2026 Research platform integration Preqin data feed Spec Q4 2026 Fund performance and benchmarking AML provider connectors Spec Q3 2026 Automated AML screening via third-party providers Tax reporting (K-1) Spec Q4 2026 Automated K-1 generation and distribution NAV sync (fund admin) Spec Q3 2026 Automated NAV ingestion from fund administrators Escrow flow automation Spec Q4 2026 Programmatic escrow setup with qualified custodians Lending / collateral pledging Spec Q4 2026 Pledge-and-lien workflows for institutional lending
Feature Status Target Description Audit hash chain Live — SHA-256 event chain with SEC 17a-4 compliance design RBAC module Live — Role-based access control with evaluateAccess() Data isolation Live — Visibility tiers and position/event filtering Authentication (API keys) Live — API key-based authentication SOC 2 Type II Planned Q1 2027 Formal SOC 2 audit and certification Dedicated KMS Planned Q4 2026 Hardware-backed key management service Customer audit log API Planned Q4 2026 Queryable audit log endpoint for customers Incident response program Planned Q1 2027 Formal IR runbooks and on-call procedures Data residency controls Planned Q1 2027 Region-specific data storage for regulatory compliance
Feature Status Target Description Error catalog Live — Structured error types with HTTP status mapping Observability Live — Request logging and performance monitoring Runbooks Live — Operational procedures for common scenarios CLI tooling Planned Q3 2026 Command-line interface for registry operations Webhook delivery guarantees Planned Q3 2026 At-least-once delivery with retry and dead-letter queue Multi-environment deployment Planned Q4 2026 Staging, sandbox, and production environment management
Feature Status Target Description REST API Live — Full API surface — designed to be SDK-simple TypeScript SDK Planned Q3 2026 Typed client with Position Object support Python SDK Planned Q3 2026 Client library for data pipelines and analysis
Feature Status Target Description PostgreSQL migration Planned Q3 2026 Replace SQLite with PostgreSQL + migration framework Production API deployment Planned Q3 2026 Railway/Fly deployment with health checks and structured logging OpenAPI codegen In progress Q2 2026 Validated OpenAPI spec with generated TypeScript types GP consent workflow API Planned Q3 2026 Consent request, notification, grant/deny, timeout
Last reviewed: March 24, 2026
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