Product Roadmap Priorities
The roadmap, vision and outlook are always indicative, non-binding, non-exhaustive, and subject to change. If you want to receive further details about progress or scope of certain items, please consult your account manager.
Vision and Outlook
Release Schedule Q2/2025
Release are schedule for every second Wednesday:
Release 14: 02.04.25
Release 16: 16.04.25
Release 18: 30.04.25
Release 20: 14.05.25
Release 22: 28.05.25
Release 24: 11.06.25
Release 26: 25.06.25
Quarterly Stack Ranked Release Priorities - Q2/2025
Rank | Offering | Product Line | Feature or Agent | Primary User | Value Description | Committed |
|---|---|---|---|---|---|---|
1 | Unique for All | Unique Core | Unique AI (Agentic Search) | All | Users can select from tools from a single chat instead of mutiple links in the left nav. This improves efficiency of usage | Y |
2 | Unique for All | Unique Core | Spaces 2.0 - Simplified Setup and Unique AI UI Configuration | Team Lead/Admin | Easy set up and configuration of spaces with the implemenation of Unique AI in the configuration interface | Y |
3 | Unique for All | Unique Core | Access Control 2.0 | All | Establish a system where roles are defined and given access control rights. Users are then assigned to rolls. Improve the granularity of the access controls | Y |
4 | Unique for All | Unique Core | Spaces 2.5 - Granular permissions | Team Lead/Admin | Permissions should be set more granularly so that permission management in the user interface for spaces and scopes can be enabled and disabled depending on the environment (e.g., enabled in DEV and disabled in QA/PROD) | Y |
5 | Unique for Altnernative Investments | Agentic Evaluation | RFP/DDQ: questionnaire to respond to inquiries about products and investments | Portfolio Managers | To improve the speed and quality of responding to RFPs with less effort | Y |
6 | Unique for Altnernative Investments | Unique Core | Spaces 1.5 - User Spaces (Script) | All | A user can upload documents into their own space and prompt against those documents | Y |
7 | Unique for Altnernative Investments | Unique Capabilities | SDK: Personal API Keys (No UI) | Developer | Developers can have access to their own sandboxes via the API | Y |
8 | Unique for Investment Management | Unique Core | In-document Translator | All | Upload a document and get it translated | Y |
9 | Unique for Investment Management | Agentic Investment Research | Earnings Call Agent | RM | Relationship managers and portfolio managers can easily prompt for recents and past 10k information to understand how a company is performing. | Y |
10 | Unique for Investment Management | Unique Capabilities | Connectors: Confluence V2 | All | To reduce End User time gathering data to include in chats/knowledge base | Y |
11 | Unique for All | Unique Capabilities | SDK: Enablement of Public APIs | Developer | Open up public APIs for developers to build solutions on Unique AI in their own environments | Y |
12 | Unique for Investment Management | Unique Core | Ingest password protected files in knowledge base | All |
| Y |
13 | Unique for Investment Management | Unique Core | Add Chinese as language option in translation | All |
| Y |
14 | Unique for All | Unique Core | Voice Prompting | RM | User dictates prompt and Unquie AI transcribes | Y |
15 | Unique for Investment Management | Unique Core | Prompt Library/Sharing | RM | Users can share prompts, vote on prompt and select from popular prompts to improve quality and efficiency | Y |
16 | Unique for All | Unique Capabilities | Agent Ready Benchmarking | Managers | To show value of investment to Unique Clients | Y |
17 | Unique for Altnernative Investments | Unique Core | Spaces 3.0 - User Spaces (UI enabled) |
| A user can upload documents into their own space and prompt against those documents | Y |
18 | Unique for Investment Management | Unique Core | Meta data filtering on knowledge base manual upload | All |
| Y |
19 | Unique for Altnernative Investments | Unique Core | LLM Token Status and Limit setting | Portfolio Managers |
| Y |
20 | Unique for Altnernative Investments | Unique Capabilities | Code Generation | Quants | Quants and portfolio managers want to use python and their own code for data analytics | Y |
21 | Unique for Investment Management | Agentic Compliance | Internal Policy: Directives | RM, Compliance |
| Y |
22 | Unique for All | Unique Core | Mobile Chat + Intune Integration | RM |
| N |
23 | Unique for All | Unique Core | Agentic Ingestion | All | To increase accuracy on responses by better "chunking" documents and sending them to different models | N |
24 | Unique for All | Unique Core | GraphRag | All | Increasing accuracy - research topic | N |
25 | Unique for All | Unique Core | Direct Image Embedding |
|
| N |
26 | Unique for All | Unique Core | Multi-Call Chat |
|
| N |
27 | Unique for All | Unique Capabilities | Connectors: Conector Scope Manager | Team Lead/Admin | A solution should be provided to maintain, define, and update relevant scopes/pages for scopes independent of the connectors. This solution should apply to scopes fed by any connector. Currently, a custom script is used, but it only works for one scope with the connectors. | N |
28 | Unique for All | Unique Capabilities | Connectors: MCP / A2A | All | To quickily connect 3rd party sources | N |
29 | Unique for All | Unique Capabilities | Connectors: Sharepoint V2 | All | To reduce End User time gathering data to include in chats/knowledge base | N |
30 | Unique for All | Unique Capabilities | Benchmarking & Analytics: Consumption Analytics | Unique | To inform Product improvments | N |
31 | Unique for All | Unique Capabilities | Benchmarking & Analytics: User Insights | Unique | To inform Product improvments | N |
32 | Unique for All | Unique Capabilities | Benchmarking & Analytics: Scheduled Run | Unique |
| N |
33 | Unique for All | Unique Capabilities | Benchmarking & Analytics: Clustering Questions | Unique | To inform Product improvments | N |
34 | Unique for Altnernative Investments | Unique Capabilities | SDK: Personal API Keys (with API) | Portfolio Managers |
| N |
35 | Unique for Altnernative Investments | Unique Capabilities | Connectors: FactSet Integration | Portfolio Managers | To reduce End User time gathering data to include in chats/knowledge base | N |
36 | Unique for Altnernative Investments | Unique Capabilities | Connectors: S&P Integration | Portfolio Managers | To reduce End User time gathering data to include in chats/knowledge base | N |
37 | Unique for Investment Management | Unique Core | MP3/Wav Ingestion | RM |
| N |
38 | Unique for Investment Management | Agentic Evaluation | RFP questionare to respond to inquiries about products | RM |
| N |
39 | Unique for Investment Management | Unique Core | Agent Market Place |
|
| N |
40 | Unique for Investment Management | Agentic Onboarding | KYC: Profile Review | RM | Reduce RM time spent on operational tasks, | N |
41 | Unique for Investment Management | Agentic Onboarding | KYC: Client Research | RM |
| N |
42 | Unique for Investment Management | Agentic Onboarding | KYC: Source of Wealth | RM |
| N |
43 | Unique for Investment Management | Agentic Onboarding | KYC: Smart Onboarding (Profile Creation) | RM |
| N |
44 | Unique for Investment Management | Agentic Compliance |
KYC Reviews / Recertification | Compliance Teams | Single and Bulk reviews and recertifications to reduce RM and operational efforts | N |
45 | Unique for Investment Management | Agentic Investment Research | Evaluate any investment (esg, equity, fund, etc..) | Investment Teams | User DDQ tool to address need | N |
46 | Unique for Investment Management | Agentic Investment Research | Compare up to X investments based on defined parameters | Investment Teams |
| N |
47 | Unique for Investment Management | Agentic Investment Research | End User Internal Knowledge Refinement (Recenency, Geo location, etc..) |
|
| N |
48 | Unique for Investment Management | Agentic Investment Research | Pitch Generator | RM | Generate pitch decks, specific to users fast and efficiently in high quality | N |
49 | Unique for Investment Management | Agentic Compliance | Internal Policy: Dora agent |
|
| N |
50 | Unique for Investment Management | Unique Capabilities | Connectors: Teams Transscript | RM | To reduce End User time gathering data to include in chats/knowledge base | N |
51 | Unique for Investment Management | Unique Capabilities | Connectors: Oulook Email Integration | All | To reduce End User time gathering data to include in chats/knowledge base | N |
52 | Unique for Investment Management | Unique Capabilities | 3rd Party Created Components | Developer | Developers can create their own frontend components for their own flows | N |
53 | Unique for Investment Management | Unique Core | Chat interface meta data filter | All |
| N |
54 | Unique for Investment Management | Unique Core | Concise Reference in Chat response (not full page) | All |
| N |
55 | Unique for Investment Banks | Unique Capabilities | SDK | All |
| N |
56 | Unique for Investment Banks | Agentic Investment Research | Financial Data Acquisition for Data Modeling Input | Investment Banker |
| N |
57 | Unique for Investment Banks | Agentic Evaluation | Deal Evaluation | Investment Banker |
| N |
58 | Unique for Investment Banks | Agentic Evaluation | Virtural Deal Room | Investment Banker |
| N |
Author | @Dana Ritter |
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