Wealth-management portal for RIAs
Wealth Advisor Portfolio Platform
A white-label portal where financial advisors search client accounts, review performance and submit trades — all in one place.
- Web App
- Custom Software
- FinTech
- Dashboards
Shown with demo data.
The challenge
Financial advisors needed one place to search client accounts, review performance and submit trades. Each firm wanted the portal in its own branding, and each advisor should only see the accounts they're allowed to.
What we built
Account Summary dashboard: account value, period return, net flows and income KPIs; strategy-allocation donuts; portfolio value vs. blended benchmark chart; sleeve-level returns (MTD → 10Y); holdings, trade-request, transaction and risk tabs
One-click Performance Report PDF generation with the firm's own logo
Auto Tax Harvest and Auto Invest Cash controls per account or firm-wide
Trade-request workflow with history, document vault and custom model builder
Firm branding: uploading a logo re-themes the whole app for every advisor at the firm
Role-based access (advisor, advisor admin, super admin), optional MFA
Screens
A closer look.
Click any screen to enlarge. Shown with demo data.
Built with
- React
- TypeScript
- Vite
- Tailwind/shadcn
- Recharts
- Supabase (Postgres, auth, row-level security, edge functions)
- Live market-price API
- PDF generation
Want something like this for your business?
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