Financial planning platform
A scalable financial planning platform designed around intelligent workflows.
- Problem
- Advisors ran client plans across four disconnected tools, re-keying the same data and reconciling it by hand.
- Approach
- One modelling engine behind a single workspace — shared calculation core, audit trail on every projection, real-time collaboration.
- Result
- Plan turnaround dropped from days to the same afternoon, and compliance review stopped being a bottleneck.
- 4→1Tools consolidated
- 12xFaster projections
- 99.95%Platform uptime
- Next.js
- TypeScript
- PostgreSQL
- AWS