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Wealth advisory — suitability reviews that run themselves before a recommendation goes out.
Project details — company names, locations and other identifying specifics — have been anonymised. The brief, the discovery work and the interactive wireframe are the real output our build engine produced.
A wealth advisory firm serving 4,800 high-net-worth households. Every portfolio change needs a fresh suitability check against that client's risk profile and mandate restrictions — and today that depends on an advisor remembering to re-run it by hand before recommending a change.
Pulls client circumstances from meeting notes into one structured profile instead of a scattered file
Recalculates risk capacity the moment holdings or income change — not at the next scheduled review
Flags vulnerable-client indicators and holds the case for compliance sign-off before anything goes out
Senior Wealth Advisor, ~40 high-net-worth households
Built to sit on top of the firm's existing case-management system rather than replace it — a four-week build against a fixed budget, not a platform migration.
Click around — this is the real output, not a screenshot.
Rust + Axum · PostgreSQL · Next.js + React
There's no self-serve sign-up yet — every build starts with the Founding Programme.
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