VSGS Advisory Services — Wealth PRISM™
An advisor-led wealth planning platform that turns life conversations into structured client signal.
Challenge
Wealth advisors want to lead deeper conversations than "what is your number," but the tooling forces them back into spreadsheets and pitch decks. The brief: build a multi-tenant advisor platform that distributes life-stage assessments without making clients create accounts, returns dimension scoring an advisor can sit beside a client and read together, and gives the firm a defensible methodology layer (Wealth PRISM™) on top of whichever planning tools the advisor already uses.
Approach
- 01
Designed a multi-tenant advisor portal with advisor-code authentication so each firm operates inside its own scope without standing up a separate deployment.
- 02
Built five life-stage assessment variants (The Architect, High Momentum, The Rebalancer, Chapter Next, The Steward) plus a Founders & Families multi-stakeholder track — each with its own question bank and scoring weights mapped to the five PRISM dimensions.
- 03
Shipped a personalized-invitation system: advisors generate a single link, clients respond without creating an account, results return to the advisor dashboard within seconds.
- 04
Implemented dimension scoring with Strong (70%+) vs. Developing categorization and radar-chart visualizations rendered server-side for the advisor's printable client report.
- 05
Layered a Professional Playbook on top — conversation frameworks, email templates, and life-event trigger guides — gated as a premium tier for working advisors.
Outcome
Advisors now run client onboarding and review meetings around the PRISM dashboard rather than a generic risk-tolerance questionnaire. The platform separates the methodology (which the firm owns) from the distribution mechanics (which the platform handles), so the firm's IP compounds with every client engagement instead of being trapped inside one advisor's head.
The stack we used.
More work.
A Canadian-first listings, AVM, and CRM platform built to outflank Realtor.ca.
A consumer real estate portal and an SSOT-driven brokerage CRM, designed together so the listing event stream feeds the campaign engine and the campaign engine answers back with conversion data. Built monorepo-style with Next.js, Expo, NestJS, and Supabase.
A Toronto brokerage's web presence converted into a real lead engine — HST rebate calculator included.
An independent realty brokerage needed a marketing site that did more than display agent photos. We rebuilt the public site with a real lead-capture spine, transactional email via Resend, and a specialized HST rebate calculator for new-build buyers.
A multi-role automotive advisory marketplace at 141K+ lines of production code.
A platform connecting independent customers to specialist mechanics and workshops for advisory sessions, in-person inspections, and brand-specialist work. Multi-role RBAC, Stripe billing, scheduled-session lifecycle, and a 5-provider AI failover for diagnostic assistance.
Bring us the hard one.
Tell us about the system you are trying to build. We will be back with you within one business day.