A secure financial-planning platform for a leading US financial institution.
Financial Services
Custom Software, AI, Cloud
Encrypted feeds, bank-grade
Enterprise · NDA
A major financial institution needed advisors and clients to see one accurate, real-time picture of their entire financial world — securely, to bank-grade compliance standards.
We engineered secure account aggregation through encrypted institutional data feeds, real-time net-worth visualization, AI-driven insights, and role-based advisor & client portals.
Tell us what you're building — we'll come back with an honest assessment and a ballpark estimate within one business day.
