ShadowPlan – Website Update Requirements

The following requirements outline the requested updates for bootstrapdigitalgroup.com related to the new software product, ShadowPlan.

 

Website Updates

• Add the new software product at the top of this page: https://bootstrapdigitalgroup.com/software/
• Under “Products & Services”, add a new software link called “ShadowPlan” and place a new starburst next to it.
• Product section H1: ShadowPlan — Shadow Portfolio Planning Tool
• ShadowPlan is an early-access portfolio planning prototype that helps investors model how moving part of a professionally managed portfolio into a self-directed “shadow portfolio” could reduce advisory fees over time.
• The tool lets users estimate advisory-fee savings, enter or import holdings, model managed vs. self-directed allocations, and compare future advisor portfolio updates against their own shadow portfolio.
• ShadowPlan is currently a prototype and is not financial, investment, tax, or legal advice.
• Provide a link to this page: https://shadow-gold-chi.vercel.app/

 

Bullet Points

• Model potential advisory-fee savings
• Compare managed and shadow portfolio allocations
• Track advisor portfolio changes over time
• Estimate how much of your portfolio could be self-directed

 

Future Enhancements

• After the bullet points add: Interested in testing ShadowPlan? Contact us for early access.
• Add a simple form with optional “First name” and “Last name” fields and a mandatory “Email address” field.
• Remove the public link and instead send the access link in the email confirmation after form submission.
• Maintain a list of users who request access for a future mailing list.