HELM 2026-05-05 v1.8
Roth Conversion Ladder Optimizer
Multi-year Roth conversion modeling lands in Tax Brain. Operators can now plan a 5-7 year conversion sequence across the gap years between retirement and RMD age, fill bracket headroom, and watch IRMAA bracket exposure year by year.
- Year-by-year conversion amount with bracket fill visualization
- IRMAA bracket overlay (2-year lookback)
- Quarterly PDF integration — ladder appears in the quarterly status report
- Tax Brain now runs 9 educational scans (was 8 before this release)
Why: Roth conversion timing is one of the most consequential single decisions for solo HNW operators in their 50s-60s. Most wealth software ignores it; the rest paywall it. We built it because every operator we talked to in research had the question and no good tool to answer it.
CADENCE 2026-05-04 v1.0.0
Cadence ships 1.0 — out of beta
Full feature stack live. Branded white-label app, AI plan generation with lifetime memory, Stripe-direct billing, six wearable integrations, async brand intake, migration tooling — all production. Founding cohort pricing locked at $39/mo for the first 25 coaches.
- Branded PWA — coach's logo, colors, app name, custom subdomain (or full custom domain)
- Lifetime-memory AI — every PR, meal log, check-in, wearable signal informs the next plan
- Stripe Connect — coach revenue flows direct from clients to coach's account; we never touch it
- Migration tooling for Trainerize, TrueCoach, Everfit CSV exports
- 14-day setup refund + 30-day satisfaction guarantee on top
Why: Beta was always a placeholder for "we want one more feature before stamping 1.0." We had it. Locking the pricing at this release means founding coaches don't have to guess what their costs become.
STUDIO 2026-05-04 brand v2
Studio mark v2 + HELM SEO pillar cluster
Wordmark + brass horizon family signature propagated across 60+ surfaces. HELM SEO pillar cluster reaches saturated state — 10 pillars + 6 /helm-vs/ comparisons + 3 trust pages.
- New Vantage Digital wordmark with brass horizon underline
- Cadence + HELM family marks share the horizon device but keep distinct primary colors
- HELM organic SEO surface count: 10 pillar pages, 6 head-to-head comparisons, 3 trust/transparency pages
Why: The studio-mark consistency makes the multi-product story coherent (one studio, two products, more on the way). The SEO surface saturation is the long-game bet that brand-only operators can compete in commercial-intent search.
CADENCE 2026-05-03 landing pages
Five niche landing pages — Cadence by specialty
Built /cadence/for/{nutrition,strength,postpartum,calisthenics,online}-coaches. Each page covers the niche-specific feature stack, common pain points, four niche FAQs, and long-tail search coverage.
- Nutrition coaches — macro tracking + meal plans + check-ins on one calendar
- Strength coaches — PR tracking, progression trees, periodization across cycles
- Postpartum coaches — trimester-aware programming, pelvic-floor compliance
- Calisthenics coaches — skill-progression trees, hold timers, ring/bar/floor variant tracking
- Online coaches — 24-hour app deploy, Stripe-direct billing, six wearables
Why: Real coaches don't search "coaching app" — they search "best app for nutrition coaches" or "calisthenics progression tree software." Generic landing pages lose to niche landing pages on those searches.
HELM 2026-05-02 tools
3 free tax tools at /tools/
AMT calculator, QSBS calculator, wash-sale detector — all free, browser-only, no signup. Each ranks for high-intent tax searches and pulls organic traffic into the HELM ecosystem.
- AMT calculator (IRC §55-§59) — for tech employees planning ISO exercises
- QSBS calculator (IRC §1202) — for founders + early employees with qualified small-business stock
- Wash sale detector (IRC §1091, Rev Rul 2008-5) — checks across multiple accounts
- Each tool is privacy-by-architecture — math runs in browser; no inputs leave the page
Why: AMT, QSBS, and wash-sale rules are exactly the moments when an HNW operator goes looking for help. Free tools that solve the immediate problem build trust before the wealth-OS conversation even starts.
CADENCE 2026-05-01 tools
Coach tier quiz, Trainerize cost calculator, migration preview
Three free coach tools land at /cadence/quiz, /trainerize-vs-cadence-calculator, and /migrate/preview. Each captures qualified-buyer email at the moment of intent.
- Coach tier quiz — 7 questions, ~90 seconds, recommends Solo/Founding/Coach/Studio/Agency
- Trainerize cost calculator — plug in roster size, see flat-fee Cadence vs. per-client Trainerize
- Migration preview — drop in a Trainerize/TrueCoach/Everfit CSV; preview your Cadence roster (browser-only, no upload)
Why: "Cold lead at the right tier" beats "warm lead at the wrong tier" all day. The quiz means the coach is already self-qualified by the time they hit the founding-coach page.
STUDIO 2026-05-07 structure
/resources mega-hub + /press kit + /embed widget
Single-page index of every public surface (tools, glossary, comparisons, niche pages, blogs). Press kit with citation-ready stats and pre-written headlines. Embeddable Trainerize cost calculator that any coaching blog can drop in two lines.
- /resources — single AI-agent entry point indexing 100+ public surfaces
- /press — boilerplates, logos, citation stats, headlines for journalists
- /embed/cost-calculator.js — drop-in widget for coaching blogs (auto-updates pricing)
Why: Inbound discovery compounds when other people put your stuff on their site. Embeds + press kit make that mechanically easy.
HELM 2026-04-22 v1.7
Tax Brain reaches 9 educational scans
Wash sale, harvest, RMD, IRA room, QSBS, AMT, §1031, charitable, Roth conversion ladder — nine educational tax-aware scans across taxable, IRA, Roth, 401k, RE, and PE holdings.
- Each scan emits an educational status (not advice) at end-of-quarter
- Scans run on local data — no aggregator credentials are involved at any step
- Scan output is included in the quarterly status PDF for advisor / CPA distribution
Why: The "operator with their own books" use case wants a layer between "I have the data" and "I'm asking my CPA the right questions." Tax Brain is that layer — educational, not advisory.