Overview:

Advisor Terminal is a financial advisory software designed to streamline compliance and administrative tasks for private practice Wealth Managers. The platform automates paperwork, consolidates trade and meeting notes, and offers real-time fund data access. Users can manage trade entries, stay informed with current fund data, and maintain secure compliance with reduced manual input.

Project Details:

By leveraging a formidable stack built on Electron.js, I crafted an architecture that's not only scalable but also robust, ensuring that the platform is equipped to handle current needs while being adaptable to future demands.

Web Portal & Stripe:

I developed a web portal to enable user registration, account creation, and onboarding. Within this portal, users can subscribe using Stripe for payments.

Once subscribed, they can directly download and access the software. This setup simplifies the transition from registration to software utilization.

The Advisor Terminal:

At its core, the terminal is where users can maintain a database of funds/securities, and when populating compliance forms, the system intelligently auto-fills details by pulling data from this database simply by choosing or typing the fund/security code.

I innovated further by integrating a feature where users can upload trade data via CSV, and the system auto-populates forms with the requisite trade details.

Conclusion

With this venture, I didn't just deliver a software for the Advisor Terminal team; I provided a transformative experience for financial advisors, redefining their operational dynamics.