---
title: "Roadmap · Merrin"
description: "Merrin’s product roadmap for AR onboarding, monitoring, reviews and supporting modules."
url: https://merrin.ai/changelog
---

# Roadmap

The product roadmap for AR oversight: onboarding, monitoring, reviews and the modules that support them. Planned dates may change as work progresses.

[Schedule a demo](https://merrin.ai/demo)[Shape the roadmap](https://merrin.ai/demo)

## Core platform

Onboarding, checks, reviews and records.

- ### Firm checks  
Bring Companies House, FCA Register and firm information into one record.
- ### AR onboarding  
Collect information, review the firm and prepare the appointment filings.
- ### Fit & Proper  
Collect Individual declarations, record checks and flag findings for assessment.
- ### Reviews & attestations  
Prepare the evidence and keep the approver’s decision with the reviewed information.
- ### Monitoring & risk  
Monitor changes and guide the team to firms that need attention.
- ### FCA filings  
Prepare filings and track Connect submissions, references and outcomes.
- ### Risk & completeness  
See missing requirements and the factors behind each assessment.
- ### Offboarding  
Keep the review, termination filing and supporting evidence together.
- ### Evidence & audit trail  
Record the information, the decision and the follow-up as work happens.

## October 2026

Planned complaints work.

- ### Complaints handling  
Record complaints, outcomes and follow-up against the firm.
- ### Complaints integrations  
Connect helpdesks so information reaches Merrin without rekeying.
- ### Trends  
Bring complaint patterns into the firm’s risk assessment.

## December 2026

Planned promotions and financial modules.

- ### Financial promotions  
Collect promotions, record reviews and retain approval history.
- ### Promotion returns  
Collect structured promotion information from the network.
- ### Financials  
Collect accounts and financial information on a recurring schedule.

## Early 2027

Planned conduct records and integrations.

- ### Personal account dealing  
Bring dealing registers, approvals and findings into Individual records.
- ### Conduct records  
Keep conflicts, inducements, gifts and hospitality together.
- ### Wider integrations  
Connect more of the systems your team and ARs already use.

## Help shape what comes next

Tell us where oversight takes your team’s time. We’ll work through the workflows and integrations that matter to your network.

[Schedule a demo](https://merrin.ai/demo)