Finance — 2 weeks
FinWise
A real-time portfolio dashboard that replaced 4 tools for a boutique RIA.
2 wks
Delivery Timeline
90%
Faster Client Reports
4
Tools Replaced
100%
Client Portal Adoption
The Challenge
A boutique registered investment advisor managing $120M AUM was stitching together four separate tools to serve their clients: a custodian portal for holdings data, a spreadsheet for performance calculations, a PDF tool for client reports, and email for communication. Portfolio reviews took an analyst a full day to prepare. Clients had no self-service access to their portfolio data and complained constantly about delayed reporting.
The Solution
We built a unified wealth management platform with real-time portfolio aggregation pulling from multiple custodian APIs, automated performance calculation with time-weighted and money-weighted returns, one-click client report generation with branded PDF export, a secure client portal with live portfolio valuations, allocation breakdowns, and transaction history, and a rebalancing tool with drift alerts and model portfolio comparisons.
Tech Stack
Results
2 weeks
to replace four disconnected tools with one unified platform
90% faster
client report preparation. Down from a full day to under an hour.
4 tools
fully replaced: custodian portal, spreadsheets, PDF builder, email
100%
client portal adoption within 30 days of launch