Advisor portals, life-stage assessments, planning IP
Wealth Management & Advisory
Wealth advisory firms differentiate on methodology, but most spend their engineering budget rebuilding generic risk-tolerance questionnaires. We build the platform side of an advisor's IP — multi-tenant portals, life-stage-segmented assessment engines, dimension scoring with radar visualizations, and personalized invitation flows that get clients to participate without account-creation friction. The methodology stays with the firm; the platform makes it distributable.
WEALTH MANAGEMENT & ADVISORY · OTBXotbx://
What we deliver
Capabilities in this industry.
- Multi-tenant advisor portal with role-based access and per-firm scoping
- Life-stage assessment engine with dimension scoring + radar visualizations
- Personalized client-invitation system with token-based, account-free responses
- Document generation (printable client reports, action plans)
- Premium-tier playbook content surface with gated framework templates
Stack
Technology we draw on for this sector.
Next.jsTypeScriptPostgresMulti-tenant RBACServer-rendered chart visualizationsTokenized invitation links
More
Other industries we serve.
Engage us
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