Investment software clients actually want to open.
Goals-based dashboards, portfolio tools and advisor platforms built for clarity and compliance.
- 48–72 HOURS
- TOP 3% ENGINEERS
- 100% REPLACEMENT
What we do.
Client portals and goals-based dashboards
progress towards retirement, a home or education, in plain language.
Portfolio rebalancing and model management automation
drift checks, proposed trades, approval and export.
Advisor tools
onboarding, meeting preparation and reporting from one view of the client.
Custodian and data aggregation integrations
positions, transactions and prices, cleaned and reconciled.
Security and audit controls suited to regulated firms
role-based access, full audit trails and sensible retention.
How we work.
We begin with your data and your compliance rules, because everything else depends on them. In the first weeks we map the sources, agree on what counts as the source of truth for each number, and write down the approval rules your firm already follows. Then we build in short sprints and show working screens every week, using real or realistic data. Advisors and compliance staff review early, not at the end. Engineers join your standup and use your tracker. Calculations are tested against figures your team has checked by hand, and every difference is explained before release.
Who this is for.
A wealth-management firm whose clients log in rarely and call their advisor for basic questions.
A boutique manager still rebalancing in spreadsheets and sending trade files by email.
An advisory firm with several custodians and no single view of a client.
A fintech or WealthTech startup that needs a credible first product with proper controls.
A compliance or operations lead who needs better audit trails than shared folders provide.
What you get.
A production system with client and advisor interfaces, as agreed in scope.
Integrations with your custodians or data providers, with reconciliation reports.
Rules and approval workflows that match your documented process.
Audit logging and role-based access, with documentation your compliance team can review.
Source code, infrastructure scripts and runbooks in your repositories.
Training for advisors and operations staff.
- Top 3% of applicants
- Start in 48–72 hours
- Dedicated account manager
- 100% replacement guarantee
Typical timeline.
Timelines change with scope and the quality of source data. We confirm them after scoping.
- 01
Weeks 1 to 2
discovery, data mapping, compliance review and scope.
- 02
Weeks 3 to 5
integrations and the calculation core, tested against known figures.
- 03
Weeks 6 to 10
client and advisor interfaces, workflows and approvals.
- 04
Weeks 11 to 12
parallel run alongside your current process, then rollout.
- 05
After launch
monitoring, tuning and a prioritised backlog.
Proof
For a wealth-management firm, we built a goals dashboard that lifted monthly active clients from 38% to 55%, with client satisfaction up 0.6 points. For a boutique wealth manager, rebalancing dropped from 2 weeks to 2 days, saving about 12 hours a week. Our engineers join your standup in 72 hours, and about 3% of applicants pass our 4-gate vetting.
Compliance is your firm's responsibility, and rules differ by jurisdiction. We build the controls that regulated firms usually need: access control, audit trails and approval steps. Your compliance team reviews them throughout.
Related work and reading.
Case studyBuilding a goals-based investing dashboard for a WealthTech clientRead the story 
Case studyAutomating portfolio rebalancing for a boutique wealth managerRead the story 
ArticleWhat makes WealthTech different from fintech generallyRead the article 
ArticleThe UX problem most investment platforms still haven't solvedRead the article
LET'S TALK. Start now.
Tell us what you're building. We'll come back with a plan and matched, pre-vetted engineers.
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