Wealthsite
WealthSite is an advanced portfolio management tool designed for wealth management firms to streamline their operations. It provides features such as reporting for internal purposes and clients, contact management, document handling, and social features. Due to its need to connect with multiple servers and technologies, the application is quite intricate. We created the web application using a variety of technologies including Angular.js, Bootstrap, Python, Django Rest Framework, DynamoDB, AWS S3, Elastic Beanstalk, RDS, PostgreSQL, Node.js, and Socket.IO.
What sets WealthSite apart is its ability to interact with numerous financial custodians and APIs, normalizing the data it gathers to present it in an accessible manner for users. Additionally, we incorporated functionalities for document uploading, storage, and sharing, as well as a custom workflow that enables users to designate who reviews and approves reports, along with social features like reminders and chat. Given the critical nature of security for this application, we included two-factor authentication through text messages, emails, and hardware tokens.
WealthSite is distinguished by its modern and responsive user interface in an industry known for its slow technology adoption. This innovative approach has been a key factor in its rapid growth within the wealth management sector.