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Wealth Management (RIA)
A registered investment advisor with client onboarding in one secure place
- Industry
- Wealth Management (RIA)
- Type of work
- Custom AI Platform
- Outcome
- Client onboarding tracked on one secure platform, not in email threads
The challenge
Onboarding a new client meant forms, emails and spreadsheets. Nobody could see at a glance where each client stood.
What we built
- 01
Secure client platform with sign-in and role-based access
- 02
Live status tracking for every client, from first meeting onward
- 03
Phased rollout, starting with onboarding and expanding from there
The outcome
Client onboarding tracked on one secure platform, not in email threads
- Custom platform
- Next.js
- Supabase
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