# The Network App - Requirements Specification

**Version:** 1.0  
**Date:** 2025-06-26  
**Client:** David DePoyster / NWM

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## 1. Product Vision

An iPhone app for NWM wealth management firm that serves as an AI-powered CRM for managing relationships with high-net-worth clients. The app prioritizes relationship intelligence over traditional transaction tracking.

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## 2. Core Features

### 2.1 Client Profiles

**Purpose:** Store comprehensive information about each client beyond basic contact details.

**Required Fields:**
- Basic contact information (name, phone, email, address)
- Professional information (company, role, industry)
- Personal interests and hobbies
- Family details (spouse name, children, pets)
- Important dates (birthday, anniversary, client since)
- Communication preferences
- Relationship notes and history
- Custom tags/categories

**Nice-to-Have:**
- Photo/avatar
- Social media links
- Net worth tier (for service level segmentation)
- Referral source tracking

### 2.2 Personalized Communications

**Purpose:** AI-generated emails and newsletters that feel authentic and personal.

**Functionality:**
- Generate personalized email drafts based on client profile
- Create customized newsletter content segments
- Suggest talking points before meetings
- Draft birthday/anniversary messages
- Write introduction emails when connecting clients

**AI Requirements:**
- Must feel human-written, not templated
- Incorporate specific details from client profile
- Match advisor's communication style/tone
- Support review/edit before sending

### 2.3 Network Matching

**Purpose:** Identify clients who would benefit from knowing each other.

**Matching Criteria:**
- Shared professional interests
- Complementary business needs (e.g., investor + entrepreneur)
- Common hobbies or passions
- Geographic proximity
- Similar life stages or family situations

**Functionality:**
- AI-suggested matches with explanation
- Advisor approval workflow before any introduction
- Track successful introductions and outcomes
- "Do not match" preferences

### 2.4 Event Tracking & Automation

**Purpose:** Never miss important dates or opportunities for meaningful touches.

**Tracked Events:**
- Birthdays
- Anniversaries (wedding, client relationship)
- Major life events (children graduating, retirement, etc.)
- Follow-up reminders from meetings

**Automation:**
- Push notification reminders
- Pre-drafted messages for events
- Calendar integration (optional)
- Bulk actions for seasonal greetings

### 2.5 Security & Compliance

**Purpose:** Meet regulatory requirements for financial services.

**Requirements:**
- GDPR compliance (data portability, right to deletion)
- HIPAA compliance (for any health-related notes)
- End-to-end encryption for sensitive data
- Secure authentication (biometric + PIN)
- Audit logging for compliance reviews
- Data residency options (US/EU)
- Role-based access (if multi-user)

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## 3. User Roles

### 3.1 Primary User: Wealth Advisor
- Full access to all client data
- Can create, edit, delete clients
- Approves AI suggestions
- Sends communications

### 3.2 Future Consideration: Admin/Team Lead
- Manage multiple advisors
- View aggregate analytics
- Configure compliance settings

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## 4. Non-Functional Requirements

### 4.1 Performance
- App launch: < 2 seconds
- Search results: < 500ms
- AI generation: < 5 seconds

### 4.2 Reliability
- 99.9% uptime for core features
- Offline access to client profiles
- Data sync on reconnection

### 4.3 Scalability
- Initial: 100+ clients per advisor
- Target: 500+ clients per advisor
- Future: Multi-advisor organizations

### 4.4 Platform
- iOS 16+ (iPhone)
- iPad support: Nice-to-have
- Android: Future consideration

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## 5. Technical Constraints

- **Backend:** Firebase preferred (existing familiarity)
- **AI Provider:** Claude API (Anthropic)
- **Frontend:** Swift/SwiftUI (native iOS)
- **Budget:** TBD (affects feature prioritization)

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## 6. Success Metrics

- Time saved per client interaction
- Quality of AI-generated content (approval rate)
- Successful client introductions made
- User engagement (daily active usage)
- Client satisfaction improvements

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## 7. Out of Scope (v1)

- Portfolio management integration
- Financial data/account information
- Document storage
- Video calling
- Web application
- Android application

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## 8. Open Questions

1. Budget range for development?
2. Timeline expectations?
3. Existing client data to import? Format?
4. Specific compliance certifications needed?
5. Multi-user from day one or single advisor MVP?
